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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 | $106,945 | $48,050+122.6% | $85,969+24.4% | $59,633+79.3% |
| Participation rate | 100.0% | 64.5%+35.5pp | 76.5%+23.5pp | 68.7%+31.3pp |
| Annual return | -2.17% | 0.29%-2.5pp | 9.32%-11.5pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $6,950 | $1,640+323.9% | $3,474+100.0% | $2,203+215.5% |
| Participant deferral / active EE | $0 | $2,249-100.0% | $3,829-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,507 | $3,206-21.8% | $6,053-58.6% | $4,297-41.6% |