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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 | $51,076 | $65,034-21.5% | $90,970-43.9% | $79,856-36.0% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 21.12% | 30.45%-9.3pp | 134.60%-113.5pp | 31.71%-10.6pp |
| Employer contribution / active EE | $1,335 | $1,247+7.0% | $2,122-37.1% | $2,471-46.0% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,741-100.0% |
| Admin fee / account holder | $3,018 | $4,536-33.5% | $5,961-49.4% | $5,306-43.1% |