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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 | $85,627 | $64,719+32.3% | $112,249-23.7% | $68,486+25.0% |
| Participation rate | 96.8% | 67.2%+29.6pp | 75.1%+21.7pp | 67.9%+28.9pp |
| Annual return | -15.10% | -11.40%-3.7pp | 27.48%-42.6pp | -7.85%-7.2pp |
| Employer contribution / active EE | $3,226 | $2,747+17.4% | $3,636-11.3% | $2,597+24.2% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $6,186 | $5,232+18.2% | $6,412-3.5% | $5,404+14.5% |