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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 | $166,425 | $65,704+153.3% | $94,229+76.6% | $59,633+179.1% |
| Participation rate | 98.3% | 72.1%+26.2pp | 78.8%+19.6pp | 68.7%+29.7pp |
| Annual return | 0.92% | 5.22%-4.3pp | 10.68%-9.8pp | 2041.45%-2040.5pp |
| Employer contribution / active EE | $1,521 | $2,021-24.7% | $3,587-57.6% | $2,203-30.9% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $22,022 | $4,265+416.4% | $6,269+251.3% | $4,297+412.5% |