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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 | $98,156 | $72,404+35.6% | $110,243-11.0% | $64,173+53.0% |
| Participation rate | 85.1% | 73.3%+11.8pp | 79.8%+5.3pp | 69.6%+15.5pp |
| Annual return | 4.58% | -6.29%+10.9pp | 314.76%-310.2pp | 7.63%-3.1pp |
| Employer contribution / active EE | $897 | $2,282-60.7% | $3,827-76.5% | $2,381-62.3% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $333 | $5,664-94.1% | $8,548-96.1% | $4,887-93.2% |