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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 | $32,665 | $82,028-60.2% | $123,105-73.5% | $59,633-45.2% |
| Participation rate | 89.6% | 83.2%+6.4pp | 86.8%+2.8pp | 68.7%+20.9pp |
| Annual return | 0.77% | 5.12%-4.3pp | 13.22%-12.4pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $7,592 | $3,297+130.3% | $5,151+47.4% | $2,203+244.7% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,229-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,011 | $5,879-65.8% | $9,014-77.7% | $4,297-53.2% |