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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 | $126,849 | $110,083+15.2% | $151,645-16.4% | $68,490+85.2% |
| Participation rate | 90.9% | 84.0%+7.0pp | 87.5%+3.4pp | 67.9%+23.0pp |
| Annual return | -15.52% | -10.12%-5.4pp | 3.34%-18.9pp | -7.85%-7.7pp |
| Employer contribution / active EE | $6,539 | $4,470+46.3% | $6,165+6.1% | $2,597+151.8% |
| Participant deferral / active EE | $2,335 | $6,526-64.2% | $8,363-72.1% | $4,028-42.0% |
| Admin fee / account holder | $13,533 | $7,718+75.4% | $11,614+16.5% | $5,403+150.5% |