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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,334 | $45,566+45.6% | $64,105+3.5% | $59,633+11.2% |
| Participation rate | 100.0% | 60.2%+39.8pp | 68.2%+31.8pp | 68.7%+31.3pp |
| Annual return | 0.41% | 4.95%-4.5pp | 791.24%-790.8pp | 2041.45%-2041.0pp |
| Employer contribution / active EE | $1,316 | $934+40.9% | $1,820-27.7% | $2,203-40.3% |
| Participant deferral / active EE | $0 | $2,057-100.0% | $2,822-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,735 | $3,268-16.3% | $4,499-39.2% | $4,297-36.4% |