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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 | $90,294 | $94,529-4.5% | $140,019-35.5% | $64,173+40.7% |
| Participation rate | 93.0% | 84.1%+8.9pp | 87.5%+5.5pp | 69.6%+23.4pp |
| Annual return | -0.65% | 7.77%-8.4pp | 651.15%-651.8pp | 7.63%-8.3pp |
| Employer contribution / active EE | $5,441 | $3,812+42.7% | $5,605-2.9% | $2,381+128.5% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,254 | $6,741-66.6% | $10,705-78.9% | $4,887-53.9% |