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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 | $48,008 | $43,730+9.8% | $121,220-60.4% | $64,173-25.2% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.8%+28.2pp | 69.6%+30.4pp |
| Annual return | 12.40% | 68.94%-56.5pp | 16.94%-4.5pp | 7.63%+4.8pp |
| Employer contribution / active EE | $3,853 | $1,297+197.2% | $4,023-4.2% | $2,381+61.9% |
| Participant deferral / active EE | $0 | $2,281-100.0% | $3,345-100.0% | $3,470-100.0% |
| Admin fee / account holder | $12,142 | $3,502+246.7% | $5,021+141.8% | $4,887+148.4% |