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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 | $160,158 | $59,332+169.9% | $90,223+77.5% | $59,633+168.6% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.0%+21.0pp | 68.7%+31.3pp |
| Annual return | 1.73% | 3.25%-1.5pp | 1.31%+0.4pp | 2041.45%-2039.7pp |
| Employer contribution / active EE | $9,882 | $3,031+226.1% | $4,378+125.7% | $2,203+348.6% |
| Participant deferral / active EE | $1,408 | $4,369-67.8% | $5,792-75.7% | $3,192-55.9% |
| Admin fee / account holder | $17,198 | $5,032+241.7% | $7,406+132.2% | $4,297+300.2% |