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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 | $114,710 | $65,704+74.6% | $94,229+21.7% | $59,633+92.4% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -0.69% | 5.22%-5.9pp | 10.68%-11.4pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $6,772 | $2,021+235.1% | $3,587+88.8% | $2,203+207.4% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $9,048 | $4,265+112.2% | $6,269+44.3% | $4,297+110.6% |