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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 | $92,709 | $78,694+17.8% | $67,652+37.0% | $125,389-26.1% |
| Participation rate | 76.2% | 78.8%-2.6pp | 75.7%+0.5pp | 83.2%-7.0pp |
| Annual return | 1.48% | 9.46%-8.0pp | 6625.40%-6623.9pp | 282.24%-280.8pp |
| Employer contribution / active EE | $4,267 | $3,044+40.2% | $2,266+88.3% | $4,866-12.3% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,352-100.0% |
| Admin fee / account holder | $77,321 | $7,403+944.5% | $4,821+1503.9% | $9,541+710.4% |