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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 | $178,025 | $82,630+115.4% | $64,105+177.7% | $125,389+42.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | 0.68% | 1489.72%-1489.0pp | 791.24%-790.6pp | 282.24%-281.6pp |
| Employer contribution / active EE | $2,298 | $2,671-14.0% | $1,820+26.3% | $4,866-52.8% |
| Participant deferral / active EE | $751 | $3,608-79.2% | $2,822-73.4% | $5,352-86.0% |
| Admin fee / account holder | $7,143 | $6,382+11.9% | $4,499+58.8% | $9,541-25.1% |