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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 | $86,697 | $69,541+24.7% | $59,899+44.7% | $135,380-36.0% |
| Participation rate | 95.5% | 77.8%+17.6pp | 74.7%+20.8pp | 82.6%+12.8pp |
| Annual return | -7.16% | 7.95%-15.1pp | 3.46%-10.6pp | 519.81%-527.0pp |
| Employer contribution / active EE | $8,815 | $3,236+172.4% | $2,723+223.7% | $4,779+84.5% |
| Participant deferral / active EE | $358 | $4,206-91.5% | $3,402-89.5% | $5,609-93.6% |
| Admin fee / account holder | $8,583 | $5,737+49.6% | $3,592+138.9% | $10,828-20.7% |