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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 | $234,094 | $78,694+197.5% | $67,652+246.0% | $125,389+86.7% |
| Participation rate | 88.9% | 78.8%+10.1pp | 75.7%+13.2pp | 83.2%+5.7pp |
| Annual return | 0.93% | 9.46%-8.5pp | 6625.40%-6624.5pp | 282.24%-281.3pp |
| Employer contribution / active EE | $5,155 | $3,044+69.4% | $2,266+127.5% | $4,866+5.9% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,352-100.0% |
| Admin fee / account holder | $4,435 | $7,403-40.1% | $4,821-8.0% | $9,541-53.5% |