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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 | $101,956 | $43,344+135.2% | $59,899+70.2% | $64,173+58.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -1.54% | -1.55%0pp | 3.46%-5.0pp | 7.63%-9.2pp |
| Employer contribution / active EE | $3,776 | $2,030+86.0% | $2,723+38.7% | $2,381+58.6% |
| Participant deferral / active EE | $583 | $2,547-77.1% | $3,402-82.9% | $3,470-83.2% |
| Admin fee / account holder | $16,681 | $3,008+454.5% | $3,592+364.4% | $4,887+241.3% |