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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 | $34,380 | $99,032-65.3% | $80,022-57.0% | $135,379-74.6% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 2.05% | 15.39%-13.3pp | 11.22%-9.2pp | 519.79%-517.7pp |
| Employer contribution / active EE | $5,882 | $3,043+93.3% | $2,468+138.3% | $4,779+23.1% |
| Participant deferral / active EE | $94 | $4,282-97.8% | $3,686-97.5% | $5,609-98.3% |
| Admin fee / account holder | $52,608 | $10,436+404.1% | $6,521+706.7% | $10,828+385.9% |