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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 | $126,924 | $162,322-21.8% | $135,982-6.7% | - |
| Participation rate | 81.8% | 71.5%+10.3pp | 81.9%-0.1pp | - |
| Annual return | 5.81% | 15.59%-9.8pp | 68.32%-62.5pp | - |
| Employer contribution / active EE | $2,659 | $3,400-21.8% | $4,859-45.3% | - |
| Participant deferral / active EE | $0 | $5,722-100.0% | $7,760-100.0% | - |
| Admin fee / account holder | $4,682 | $23,877-80.4% | $10,767-56.5% | - |