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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 | $101,170 | $52,911+91.2% | $73,309+38.0% | $59,633+69.7% |
| Participation rate | 78.1% | 68.2%+9.9pp | 74.9%+3.2pp | 68.7%+9.5pp |
| Annual return | -0.98% | 12.20%-13.2pp | 5.67%-6.7pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $308 | $1,909-83.9% | $3,237-90.5% | $2,203-86.0% |
| Participant deferral / active EE | $1,451 | $4,069-64.3% | $4,991-70.9% | $3,192-54.5% |
| Admin fee / account holder | $1,762 | $3,835-54.1% | $5,635-68.7% | $4,297-59.0% |