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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 | $155,175 | $65,703+136.2% | $94,224+64.7% | $59,632+160.2% |
| Participation rate | 93.1% | 72.1%+21.0pp | 78.8%+14.3pp | 68.7%+24.4pp |
| Annual return | -1.21% | 5.22%-6.4pp | 10.68%-11.9pp | 2041.32%-2042.5pp |
| Employer contribution / active EE | $8,621 | $2,021+326.7% | $3,587+140.4% | $2,203+291.4% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $4,979 | $4,264+16.8% | $6,269-20.6% | $4,297+15.9% |