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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 | $67,505 | $167,522-59.7% | $151,639-55.5% | $134,532-49.8% |
| Participation rate | 91.7% | 88.4%+3.3pp | 87.5%+4.2pp | 81.2%+10.4pp |
| Annual return | -10.89% | 7.81%-18.7pp | 3.34%-14.2pp | 418.27%-429.2pp |
| Employer contribution / active EE | $7,425 | $6,828+8.7% | $6,165+20.4% | $4,741+56.6% |
| Participant deferral / active EE | $2,600 | $8,986-71.1% | $8,363-68.9% | $6,401-59.4% |
| Admin fee / account holder | $1,199 | $13,780-91.3% | $11,613-89.7% | $11,429-89.5% |