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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 | $83,879 | $54,380+54.2% | $68,509+22.4% | $59,633+40.7% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 68.7%+31.3pp |
| Annual return | -0.92% | 2.83%-3.8pp | 8.27%-9.2pp | 2041.40%-2042.3pp |
| Employer contribution / active EE | $1,802 | $1,539+17.1% | $2,278-20.9% | $2,203-18.2% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $3,382-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,050 | $3,885-47.2% | $5,275-61.1% | $4,297-52.3% |