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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 | $110,444 | $77,816+41.9% | $123,552-10.6% | $64,173+72.1% |
| Participation rate | 83.5% | 74.7%+8.8pp | 82.3%+1.2pp | 69.6%+14.0pp |
| Annual return | -3.78% | 12.49%-16.3pp | 119.20%-123.0pp | 7.63%-11.4pp |
| Employer contribution / active EE | $1,302 | $3,014-56.8% | $4,628-71.9% | $2,381-45.3% |
| Participant deferral / active EE | $1,726 | $5,240-67.1% | $6,426-73.1% | $3,470-50.3% |
| Admin fee / account holder | $4,620 | $5,519-16.3% | $9,285-50.2% | $4,887-5.5% |