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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 | $93,222 | $52,836+76.4% | $105,736-11.8% | $64,173+45.3% |
| Participation rate | 92.2% | 66.5%+25.7pp | 76.3%+15.9pp | 69.6%+22.7pp |
| Annual return | -5.59% | 14.30%-19.9pp | 6.27%-11.9pp | 7.63%-13.2pp |
| Employer contribution / active EE | $8,889 | $1,827+386.5% | $3,268+172.0% | $2,381+273.4% |
| Participant deferral / active EE | $451 | $2,545-82.3% | $4,080-89.0% | $3,470-87.0% |
| Admin fee / account holder | $11,244 | $3,959+184.0% | $6,913+62.7% | $4,887+130.1% |