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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 | $48,993 | $48,314+1.4% | $67,561-27.5% | $80,925-39.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 13.02% | 18.28%-5.3pp | 3525.44%-3512.4pp | 35.65%-22.6pp |
| Employer contribution / active EE | $4,423 | $2,022+118.8% | $2,735+61.7% | $2,756+60.5% |
| Participant deferral / active EE | $694 | $2,927-76.3% | $4,003-82.7% | $4,299-83.9% |
| Admin fee / account holder | $7,428 | $3,690+101.3% | $4,006+85.4% | $6,940+7.0% |