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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 | $93,609 | $54,380+72.1% | $68,509+36.6% | $59,633+57.0% |
| Participation rate | 91.8% | 70.2%+21.6pp | 74.7%+17.1pp | 68.7%+23.2pp |
| Annual return | -0.15% | 2.83%-3.0pp | 8.27%-8.4pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $2,945 | $1,539+91.4% | $2,278+29.3% | $2,203+33.7% |
| Participant deferral / active EE | $107 | $2,643-96.0% | $3,382-96.8% | $3,192-96.7% |
| Admin fee / account holder | $12,906 | $3,885+232.2% | $5,275+144.7% | $4,297+200.3% |