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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 | $34,928 | $94,529-63.1% | $140,019-75.1% | $64,173-45.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | 0.84% | 7.77%-6.9pp | 651.15%-650.3pp | 7.63%-6.8pp |
| Employer contribution / active EE | $1,729 | $3,812-54.6% | $5,605-69.1% | $2,381-27.4% |
| Participant deferral / active EE | $2,057 | $5,250-60.8% | $6,927-70.3% | $3,470-40.7% |
| Admin fee / account holder | $14,193 | $6,741+110.5% | $10,705+32.6% | $4,887+190.4% |