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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 | $69,765 | $54,726+27.5% | $68,793+1.4% | $64,181+8.7% |
| Participation rate | 89.8% | 68.0%+21.7pp | 72.2%+17.5pp | 69.6%+20.2pp |
| Annual return | -3.05% | -1.62%-1.4pp | -4.63%+1.6pp | 7.63%-10.7pp |
| Employer contribution / active EE | $6,753 | $1,846+265.8% | $2,625+157.3% | $2,381+183.7% |
| Participant deferral / active EE | $0 | $2,626-100.0% | $3,311-100.0% | $3,470-100.0% |
| Admin fee / account holder | $4,705 | $4,027+16.8% | $5,131-8.3% | $4,887-3.7% |