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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 | $117,735 | $73,009+61.3% | $90,760+29.7% | $68,486+71.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -12.81% | -13.81%+1.0pp | -12.16%-0.7pp | -7.85%-5.0pp |
| Employer contribution / active EE | $3,571 | $2,193+62.9% | $2,922+22.2% | $2,597+37.5% |
| Participant deferral / active EE | $1,196 | $3,626-67.0% | $4,565-73.8% | $4,028-70.3% |
| Admin fee / account holder | $1,333 | $5,896-77.4% | $8,444-84.2% | $5,404-75.3% |