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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 | $47,718 | $72,177-33.9% | $115,038-58.5% | $59,633-20.0% |
| Participation rate | 90.6% | 72.6%+18.1pp | 81.4%+9.3pp | 68.7%+22.0pp |
| Annual return | 1.31% | 12.02%-10.7pp | 26.14%-24.8pp | 2041.45%-2040.1pp |
| Employer contribution / active EE | $2,483 | $2,841-12.6% | $4,608-46.1% | $2,203+12.7% |
| Participant deferral / active EE | $960 | $4,783-79.9% | $6,026-84.1% | $3,192-69.9% |
| Admin fee / account holder | $2,791 | $4,927-43.4% | $8,175-65.9% | $4,297-35.0% |