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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 | $51,206 | $58,908-13.1% | $82,706-38.1% | - |
| Participation rate | 100.0% | 68.0%+32.0pp | 72.6%+27.4pp | - |
| Annual return | 22.82% | -8.97%+31.8pp | 701.76%-678.9pp | - |
| Employer contribution / active EE | $3,048 | $1,912+59.4% | $3,007+1.3% | - |
| Participant deferral / active EE | $3,342 | $2,996+11.6% | $4,394-23.9% | - |
| Admin fee / account holder | $8,366 | $4,022+108.0% | $5,329+57.0% | - |