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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 | $90,153 | $130,294-30.8% | $170,057-47.0% | $71,529+26.0% |
| Participation rate | 82.4% | 86.2%-3.8pp | 87.0%-4.7pp | 67.9%+14.4pp |
| Annual return | 21.71% | 20.36%+1.4pp | 53.42%-31.7pp | 28.97%-7.3pp |
| Employer contribution / active EE | $6,995 | $4,385+59.5% | $6,790+3.0% | $2,590+170.1% |
| Participant deferral / active EE | $0 | $6,928-100.0% | $10,411-100.0% | $4,291-100.0% |
| Admin fee / account holder | $971 | $966+0.5% | $12,826-92.4% | $1,588-38.9% |