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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 | $129,161 | $71,873+79.7% | $86,698+49.0% | $68,490+88.6% |
| Participation rate | 83.9% | 72.2%+11.6pp | 76.6%+7.3pp | 67.9%+16.0pp |
| Annual return | -12.02% | 3.54%-15.6pp | 35.96%-48.0pp | -7.85%-4.2pp |
| Employer contribution / active EE | $5,157 | $2,173+137.3% | $2,837+81.8% | $2,597+98.6% |
| Participant deferral / active EE | $304 | $3,779-92.0% | $4,656-93.5% | $4,028-92.5% |
| Admin fee / account holder | $5,942 | $6,110-2.8% | $7,492-20.7% | $5,403+10.0% |