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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 | $43,158 | $29,670+45.5% | $56,054-23.0% | $80,911-46.7% |
| Participation rate | 98.0% | 41.7%+56.3pp | 52.5%+45.5pp | 67.6%+30.4pp |
| Annual return | 13.80% | 35.24%-21.4pp | 1705.95%-1692.1pp | 35.63%-21.8pp |
| Employer contribution / active EE | $4,000 | $670+497.3% | $1,039+285.0% | $2,756+45.1% |
| Participant deferral / active EE | $0 | $1,227-100.0% | $1,952-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,947 | $2,431-19.9% | $2,822-31.0% | $6,935-71.9% |