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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 | $99,542 | $64,729+53.8% | $112,263-11.3% | $68,490+45.3% |
| Participation rate | 96.3% | 67.2%+29.1pp | 75.1%+21.2pp | 67.9%+28.4pp |
| Annual return | -15.57% | -11.40%-4.2pp | 27.49%-43.1pp | -7.85%-7.7pp |
| Employer contribution / active EE | $18,216 | $2,746+563.4% | $3,636+401.0% | $2,597+601.5% |
| Participant deferral / active EE | $353 | $3,566-90.1% | $4,729-92.5% | $4,028-91.2% |
| Admin fee / account holder | $8,130 | $5,222+55.7% | $6,410+26.8% | $5,403+50.5% |