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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 | $65,313 | $54,162+20.6% | $68,612-4.8% | $64,173+1.8% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -7.42% | -1.62%-5.8pp | -4.63%-2.8pp | 7.63%-15.1pp |
| Employer contribution / active EE | $5,535 | $1,846+199.8% | $2,625+110.9% | $2,381+132.5% |
| Participant deferral / active EE | $0 | $2,626-100.0% | $3,311-100.0% | $3,470-100.0% |
| Admin fee / account holder | $4,869 | $4,029+20.9% | $5,131-5.1% | $4,887-0.4% |