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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 | $45,245 | $40,264+12.4% | $57,349-21.1% | $59,633-24.1% |
| Participation rate | 91.7% | 69.2%+22.5pp | 75.1%+16.6pp | 68.7%+23.0pp |
| Annual return | 1.90% | 27.51%-25.6pp | 24.40%-22.5pp | 2041.40%-2039.5pp |
| Employer contribution / active EE | $6,544 | $1,922+240.5% | $2,689+143.4% | $2,203+197.1% |
| Participant deferral / active EE | $0 | $2,400-100.0% | $3,162-100.0% | $3,192-100.0% |
| Admin fee / account holder | $7,788 | $2,819+176.2% | $3,356+132.0% | $4,297+81.2% |