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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 | $73,823 | $81,870-9.8% | $119,634-38.3% | $68,490+7.8% |
| Participation rate | 87.1% | 71.9%+15.2pp | 79.3%+7.8pp | 67.9%+19.2pp |
| Annual return | 1.10% | -23.82%+24.9pp | -14.98%+16.1pp | -7.85%+9.0pp |
| Employer contribution / active EE | $6,852 | $2,692+154.5% | $4,232+61.9% | $2,597+163.9% |
| Participant deferral / active EE | $315 | $4,148-92.4% | $5,601-94.4% | $4,028-92.2% |
| Admin fee / account holder | $5,903 | $6,583-10.3% | $10,329-42.8% | $5,403+9.3% |