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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 | $97,717 | $82,678+18.2% | $125,391-22.1% | $68,490+42.7% |
| Participation rate | 93.2% | 75.1%+18.2pp | 82.4%+10.9pp | 67.9%+25.3pp |
| Annual return | 23.69% | -5.97%+29.7pp | 572.41%-548.7pp | -7.85%+31.5pp |
| Employer contribution / active EE | $988 | $3,382-70.8% | $4,816-79.5% | $2,597-62.0% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $464 | $6,277-92.6% | $10,009-95.4% | $5,403-91.4% |