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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 | $125,617 | $72,177+74.0% | $115,038+9.2% | $59,633+110.6% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 0.68% | 12.02%-11.3pp | 26.14%-25.5pp | 2041.45%-2040.8pp |
| Employer contribution / active EE | $9,441 | $2,841+232.3% | $4,608+104.9% | $2,203+328.6% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,785 | $4,927-43.5% | $8,175-65.9% | $4,297-35.2% |