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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 | $50,873 | $65,703-22.6% | $94,228-46.0% | $59,633-14.7% |
| Participation rate | 85.7% | 72.1%+13.6pp | 78.8%+6.9pp | 68.7%+17.0pp |
| Annual return | 0.46% | 5.22%-4.8pp | 10.68%-10.2pp | 2041.40%-2040.9pp |
| Employer contribution / active EE | $1,659 | $2,021-17.9% | $3,587-53.8% | $2,203-24.7% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $6,818 | $4,264+59.9% | $6,269+8.7% | $4,297+58.7% |