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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 | $160,662 | $82,028+95.9% | $123,105+30.5% | $59,633+169.4% |
| Participation rate | 72.0% | 83.2%-11.2pp | 86.8%-14.8pp | 68.7%+3.3pp |
| Annual return | 2.79% | 5.12%-2.3pp | 13.22%-10.4pp | 2041.45%-2038.7pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,044 | $4,667-56.2% | $6,229-67.2% | $3,192-36.0% |
| Admin fee / account holder | $2,014 | $5,879-65.7% | $9,014-77.7% | $4,297-53.1% |