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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 | $104,248 | $110,083-5.3% | $151,639-31.3% | $68,486+52.2% |
| Participation rate | 98.7% | 84.0%+14.7pp | 87.5%+11.2pp | 67.9%+30.8pp |
| Annual return | -16.11% | -10.12%-6.0pp | 3.34%-19.4pp | -7.85%-8.3pp |
| Employer contribution / active EE | $3,250 | $4,470-27.3% | $6,165-47.3% | $2,597+25.2% |
| Participant deferral / active EE | $699 | $6,526-89.3% | $8,363-91.6% | $4,028-82.7% |
| Admin fee / account holder | $5,585 | $7,718-27.6% | $11,613-51.9% | $5,404+3.4% |