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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 | $61,596 | $53,596+14.9% | $90,657-32.1% | $64,173-4.0% |
| Participation rate | 100.0% | 64.5%+35.5pp | 74.0%+26.0pp | 69.6%+30.4pp |
| Annual return | -6.95% | 4.41%-11.4pp | 1.89%-8.8pp | 7.63%-14.6pp |
| Employer contribution / active EE | $3,771 | $1,503+150.9% | $2,532+49.0% | $2,381+58.4% |
| Participant deferral / active EE | $0 | $2,459-100.0% | $3,424-100.0% | $3,470-100.0% |
| Admin fee / account holder | $4,820 | $3,868+24.6% | $4,994-3.5% | $4,887-1.4% |