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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 | $88,145 | $52,678+67.3% | $75,784+16.3% | $59,633+47.8% |
| Participation rate | 72.7% | 67.2%+5.5pp | 75.8%-3.1pp | 68.7%+4.1pp |
| Annual return | -1.14% | 2.95%-4.1pp | 9.68%-10.8pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $793 | $2,591-69.4% | $3,652-78.3% | $3,192-75.1% |
| Admin fee / account holder | $1,615 | $3,610-55.3% | $5,300-69.5% | $4,297-62.4% |