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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 | $34,825 | $40,264-13.5% | $57,349-39.3% | $59,633-41.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 3.14% | 27.51%-24.4pp | 24.40%-21.3pp | 2041.40%-2038.3pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $523 | $2,400-78.2% | $3,162-83.5% | $3,192-83.6% |
| Admin fee / account holder | $2,448 | $2,819-13.2% | $3,356-27.1% | $4,297-43.0% |