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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 | $88,101 | $73,848+19.3% | $143,799-38.7% | $68,486+28.6% |
| Participation rate | 97.3% | 66.7%+30.6pp | 80.3%+17.0pp | 67.9%+29.4pp |
| Annual return | -0.87% | 0.91%-1.8pp | -0.04%-0.8pp | -7.85%+7.0pp |
| Employer contribution / active EE | $8,761 | $3,184+175.1% | $4,952+76.9% | $2,597+237.4% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $26,963 | $5,755+368.5% | $14,677+83.7% | $5,404+399.0% |