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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 | $131,093 | $73,009+79.6% | $90,760+44.4% | $68,486+91.4% |
| Participation rate | 98.3% | 70.8%+27.4pp | 75.7%+22.6pp | 67.9%+30.4pp |
| Annual return | 5.88% | -13.81%+19.7pp | -12.16%+18.0pp | -7.85%+13.7pp |
| Employer contribution / active EE | $10,490 | $2,193+378.4% | $2,922+259.0% | $2,597+304.0% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $4,565-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,621 | $5,896-21.6% | $8,444-45.3% | $5,404-14.5% |