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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 | $58,481 | $45,566+28.3% | $64,105-8.8% | $59,633-1.9% |
| Participation rate | 100.0% | 60.2%+39.8pp | 68.2%+31.8pp | 68.7%+31.3pp |
| Annual return | 3.47% | 4.95%-1.5pp | 791.24%-787.8pp | 2041.45%-2038.0pp |
| Employer contribution / active EE | $3,207 | $934+243.3% | $1,820+76.2% | $2,203+45.6% |
| Participant deferral / active EE | $0 | $2,057-100.0% | $2,822-100.0% | $3,192-100.0% |
| Admin fee / account holder | $492 | $3,268-84.9% | $4,499-89.1% | $4,297-88.5% |