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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 | $81,369 | $65,703+23.8% | $94,228-13.6% | $59,633+36.4% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | 0.53% | 5.22%-4.7pp | 10.68%-10.2pp | 2041.40%-2040.9pp |
| Employer contribution / active EE | $3,226 | $2,021+59.7% | $3,587-10.1% | $2,203+46.5% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $10,708 | $4,264+151.1% | $6,269+70.8% | $4,297+149.2% |