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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 | $73,235 | $82,028-10.7% | $123,105-40.5% | $59,633+22.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | 1.35% | 5.12%-3.8pp | 13.22%-11.9pp | 2041.45%-2040.1pp |
| Employer contribution / active EE | $4,277 | $3,297+29.7% | $5,151-17.0% | $2,203+94.2% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,229-100.0% | $3,192-100.0% |
| Admin fee / account holder | $4,283 | $5,879-27.1% | $9,014-52.5% | $4,297-0.3% |