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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 | $55,224 | $65,704-16.0% | $94,229-41.4% | $59,633-7.4% |
| Participation rate | 93.5% | 72.1%+21.4pp | 78.8%+14.8pp | 68.7%+24.9pp |
| Annual return | -1.58% | 5.22%-6.8pp | 10.68%-12.3pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $3,057 | $2,021+51.3% | $3,587-14.8% | $2,203+38.8% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $4,848 | $4,265+13.7% | $6,269-22.7% | $4,297+12.8% |