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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 | $97,747 | $64,719+51.0% | $112,249-12.9% | $68,486+42.7% |
| Participation rate | 92.3% | 67.2%+25.2pp | 75.1%+17.2pp | 67.9%+24.4pp |
| Annual return | -10.29% | -11.40%+1.1pp | 27.48%-37.8pp | -7.85%-2.4pp |
| Employer contribution / active EE | $5,386 | $2,747+96.1% | $3,636+48.1% | $2,597+107.4% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $7,649 | $5,232+46.2% | $6,412+19.3% | $5,404+41.5% |