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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 | $51,335 | $94,529-45.7% | $140,019-63.3% | $64,173-20.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -4.27% | 7.77%-12.0pp | 651.17%-655.4pp | 7.63%-11.9pp |
| Employer contribution / active EE | $4,821 | $3,812+26.4% | $5,605-14.0% | $2,381+102.5% |
| Participant deferral / active EE | $2,307 | $5,250-56.1% | $6,927-66.7% | $3,470-33.5% |
| Admin fee / account holder | $3,468 | $6,741-48.6% | $10,705-67.6% | $4,887-29.0% |