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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 | $46,085 | $65,704-29.9% | $94,229-51.1% | $59,633-22.7% |
| Participation rate | 94.3% | 72.1%+22.2pp | 78.8%+15.5pp | 68.7%+25.6pp |
| Annual return | -0.93% | 5.22%-6.1pp | 10.68%-11.6pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $2,494 | $2,021+23.4% | $3,587-30.5% | $2,203+13.2% |
| Participant deferral / active EE | $1,419 | $3,143-54.8% | $4,320-67.1% | $3,192-55.5% |
| Admin fee / account holder | $1,508 | $4,265-64.6% | $6,269-75.9% | $4,297-64.9% |