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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 | $56,086 | $86,701-35.3% | $73,309-23.5% | $125,389-55.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 3.96% | 2.78%+1.2pp | 5.67%-1.7pp | 282.24%-278.3pp |
| Employer contribution / active EE | $5,713 | $4,152+37.6% | $3,237+76.5% | $4,866+17.4% |
| Participant deferral / active EE | $0 | $5,549-100.0% | $4,991-100.0% | $5,352-100.0% |
| Admin fee / account holder | $3,797 | $7,768-51.1% | $5,635-32.6% | $9,541-60.2% |