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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 | $171,844 | $76,401+124.9% | $106,387+61.5% | $64,173+167.8% |
| Participation rate | 91.4% | 73.5%+17.9pp | 77.5%+14.0pp | 69.6%+21.9pp |
| Annual return | -7.47% | -2.19%-5.3pp | 0.25%-7.7pp | 7.63%-15.1pp |
| Employer contribution / active EE | $7,387 | $2,680+175.6% | $3,520+109.9% | $2,381+210.3% |
| Participant deferral / active EE | $1,670 | $4,274-60.9% | $5,421-69.2% | $3,470-51.9% |
| Admin fee / account holder | $1,941 | $4,610-57.9% | $7,510-74.2% | $4,887-60.3% |