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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 | $210,407 | $87,544+140.3% | $75,784+177.6% | $125,388+67.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 0.85% | 13.49%-12.6pp | 9.68%-8.8pp | 282.24%-281.4pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $375 | $4,229-91.1% | $3,652-89.7% | $5,352-93.0% |
| Admin fee / account holder | $27,525 | $6,502+323.3% | $5,300+419.4% | $9,541+188.5% |