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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 | $65,405 | $71,873-9.0% | $86,698-24.6% | $68,490-4.5% |
| Participation rate | 94.3% | 72.2%+22.0pp | 76.6%+17.7pp | 67.9%+26.4pp |
| Annual return | -15.90% | 3.54%-19.4pp | 35.96%-51.9pp | -7.85%-8.0pp |
| Employer contribution / active EE | $896 | $2,173-58.8% | $2,837-68.4% | $2,597-65.5% |
| Participant deferral / active EE | $1,521 | $3,779-59.8% | $4,656-67.3% | $4,028-62.2% |
| Admin fee / account holder | $6,748 | $6,110+10.4% | $7,492-9.9% | $5,403+24.9% |