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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 | $179,133 | $54,162+230.7% | $68,612+161.1% | $64,173+179.1% |
| Participation rate | 97.2% | 68.1%+29.2pp | 72.2%+25.0pp | 69.6%+27.7pp |
| Annual return | -5.96% | -1.62%-4.3pp | -4.63%-1.3pp | 7.63%-13.6pp |
| Employer contribution / active EE | $8,333 | $1,846+351.4% | $2,625+217.5% | $2,381+250.0% |
| Participant deferral / active EE | $0 | $2,626-100.0% | $3,311-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,708 | $4,029-8.0% | $5,131-27.7% | $4,887-24.1% |