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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 | $108,919 | $45,152+141.2% | $73,836+47.5% | $59,633+82.6% |
| Participation rate | 78.4% | 64.0%+14.4pp | 73.4%+4.9pp | 68.7%+9.7pp |
| Annual return | -0.98% | 27.40%-28.4pp | 2268.06%-2269.0pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $2,799 | $1,901+47.2% | $2,787+0.4% | $2,203+27.1% |
| Participant deferral / active EE | $0 | $2,573-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,417 | $3,515-31.2% | $4,882-50.5% | $4,297-43.8% |