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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 | $39,347 | $40,263-2.3% | $57,347-31.4% | $59,632-34.0% |
| Participation rate | 96.4% | 69.2%+27.3pp | 75.1%+21.3pp | 68.7%+27.8pp |
| Annual return | 0.08% | 27.50%-27.4pp | 24.40%-24.3pp | 2041.32%-2041.2pp |
| Employer contribution / active EE | $5,972 | $1,922+210.7% | $2,689+122.1% | $2,203+171.1% |
| Participant deferral / active EE | $0 | $2,400-100.0% | $3,162-100.0% | $3,192-100.0% |
| Admin fee / account holder | $426 | $2,819-84.9% | $3,356-87.3% | $4,297-90.1% |