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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 | $48,456 | $72,177-32.9% | $115,038-57.9% | $59,633-18.7% |
| Participation rate | 77.5% | 72.6%+5.0pp | 81.4%-3.8pp | 68.7%+8.9pp |
| Annual return | 1.07% | 12.02%-11.0pp | 26.14%-25.1pp | 2041.45%-2040.4pp |
| Employer contribution / active EE | $3,127 | $2,841+10.0% | $4,608-32.1% | $2,203+41.9% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $6,366 | $4,927+29.2% | $8,175-22.1% | $4,297+48.1% |