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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 | $43,333+135.3% | $59,883+70.3% | $64,186+58.8% |
| 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 | $2,029+86.1% | $2,722+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 | $3,006+454.9% | $3,591+364.6% | $4,888+241.3% |