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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 | $106,514 | $110,083-3.2% | $151,639-29.8% | $68,486+55.5% |
| Participation rate | 94.6% | 84.0%+10.6pp | 87.5%+7.1pp | 67.9%+26.7pp |
| Annual return | -8.34% | -10.12%+1.8pp | 3.34%-11.7pp | -7.85%-0.5pp |
| Employer contribution / active EE | $5,281 | $4,470+18.2% | $6,165-14.3% | $2,597+103.4% |
| Participant deferral / active EE | $1,689 | $6,526-74.1% | $8,363-79.8% | $4,028-58.1% |
| Admin fee / account holder | $12,951 | $7,718+67.8% | $11,613+11.5% | $5,404+139.7% |