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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 | $105,148 | $32,037+228.2% | $69,182+52.0% | $62,881+67.2% |
| Participation rate | 100.0% | 43.4%+56.6pp | 55.1%+44.9pp | 69.3%+30.7pp |
| Annual return | 10.12% | 15.16%-5.0pp | -21.93%+32.1pp | 20.14%-10.0pp |
| Employer contribution / active EE | $984 | $679+44.8% | $1,206-18.5% | $2,281-56.9% |
| Participant deferral / active EE | $0 | $1,185-100.0% | $1,897-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,000 | $2,608-23.3% | $2,697-25.8% | $4,296-53.4% |