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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 | $83,404 | $45,566+83.0% | $64,105+30.1% | $59,632+39.9% |
| Participation rate | 100.0% | 60.2%+39.8pp | 68.2%+31.8pp | 68.7%+31.3pp |
| Annual return | 2.75% | 4.95%-2.2pp | 791.24%-788.5pp | 2041.32%-2038.6pp |
| Employer contribution / active EE | $1,399 | $934+49.7% | $1,820-23.1% | $2,203-36.5% |
| Participant deferral / active EE | $781 | $2,057-62.0% | $2,822-72.3% | $3,192-75.5% |
| Admin fee / account holder | $1,733 | $3,268-47.0% | $4,499-61.5% | $4,297-59.7% |