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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 | $71,063 | $82,678-14.0% | $125,391-43.3% | $68,490+3.8% |
| Participation rate | 93.7% | 75.1%+18.6pp | 82.4%+11.3pp | 67.9%+25.8pp |
| Annual return | 5.52% | -5.97%+11.5pp | 572.41%-566.9pp | -7.85%+13.4pp |
| Employer contribution / active EE | $4,762 | $3,382+40.8% | $4,816-1.1% | $2,597+83.4% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,159 | $6,277-81.5% | $10,009-88.4% | $5,403-78.5% |