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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 | $66,466 | $62,589+6.2% | $76,768-13.4% | $64,173+3.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -4.90% | -1.95%-3.0pp | 2.43%-7.3pp | 7.63%-12.5pp |
| Employer contribution / active EE | $1,724 | $1,832-5.9% | $2,485-30.6% | $2,381-27.6% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $5,098 | $4,667+9.2% | $6,675-23.6% | $4,887+4.3% |