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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 | $82,324 | $92,219-10.7% | $76,767+7.2% | $135,380-39.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 2.87% | 5.46%-2.6pp | 2.43%+0.4pp | 519.81%-516.9pp |
| Employer contribution / active EE | $4,640 | $3,216+44.3% | $2,485+86.7% | $4,779-2.9% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,979 | $10,749-63.0% | $6,675-40.4% | $10,828-63.2% |