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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 | $88,737 | $99,345-10.7% | $84,753+4.7% | $273,970-67.6% |
| Participation rate | 83.3% | 80.7%+2.6pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 5.28% | 22.93%-17.7pp | 22.78%-17.5pp | 41.46%-36.2pp |
| Employer contribution / active EE | $10,303 | $4,214+144.5% | $3,574+188.3% | $4,869+111.6% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,908 | $6,645-56.2% | $5,333-45.5% | $10,132-71.3% |