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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 | $46,735 | $82,028-43.0% | $123,105-62.0% | $59,633-21.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | 0.32% | 5.12%-4.8pp | 13.22%-12.9pp | 2041.45%-2041.1pp |
| Employer contribution / active EE | $3,889 | $3,297+18.0% | $5,151-24.5% | $2,203+76.6% |
| Participant deferral / active EE | $1,802 | $4,667-61.4% | $6,229-71.1% | $3,192-43.6% |
| Admin fee / account holder | $1,915 | $5,879-67.4% | $9,014-78.8% | $4,297-55.4% |