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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 | $63,655 | $82,028-22.4% | $123,105-48.3% | $59,633+6.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | 4.35% | 5.12%-0.8pp | 13.22%-8.9pp | 2041.45%-2037.1pp |
| Employer contribution / active EE | $3,882 | $3,297+17.8% | $5,151-24.6% | $2,203+76.3% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,229-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,292 | $5,879-61.0% | $9,014-74.6% | $4,297-46.7% |