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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 | $69,920 | $52,678+32.7% | $75,784-7.7% | $59,633+17.3% |
| Participation rate | 97.4% | 67.2%+30.1pp | 75.8%+21.5pp | 68.7%+28.7pp |
| Annual return | -0.35% | 2.95%-3.3pp | 9.68%-10.0pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $9,733 | $2,193+343.7% | $3,323+192.9% | $2,203+341.9% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $366 | $3,610-89.9% | $5,300-93.1% | $4,297-91.5% |