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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 | $63,974 | $62,583+2.2% | $76,767-16.7% | $64,173-0.3% |
| Participation rate | 97.5% | 72.8%+24.7pp | 77.0%+20.5pp | 69.6%+27.9pp |
| Annual return | -5.43% | -1.95%-3.5pp | 2.43%-7.9pp | 7.63%-13.1pp |
| Employer contribution / active EE | $3,348 | $1,832+82.8% | $2,485+34.7% | $2,381+40.6% |
| Participant deferral / active EE | $1,235 | $3,145-60.7% | $3,852-67.9% | $3,470-64.4% |
| Admin fee / account holder | $7,023 | $4,667+50.5% | $6,675+5.2% | $4,887+43.7% |