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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 | $76,366 | $52,911+44.3% | $73,309+4.2% | $59,633+28.1% |
| Participation rate | 100.0% | 68.2%+31.8pp | 74.9%+25.1pp | 68.7%+31.3pp |
| Annual return | -0.15% | 12.20%-12.3pp | 5.67%-5.8pp | 2041.40%-2041.5pp |
| Employer contribution / active EE | $1,081 | $1,909-43.4% | $3,237-66.6% | $2,203-50.9% |
| Participant deferral / active EE | $438 | $4,069-89.2% | $4,991-91.2% | $3,192-86.3% |
| Admin fee / account holder | $2,407 | $3,835-37.2% | $5,635-57.3% | $4,297-44.0% |