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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 | $75,868 | $79,633-4.7% | $93,759-19.1% | $68,495+10.8% |
| Participation rate | 92.3% | 75.4%+16.9pp | 81.0%+11.3pp | 67.9%+24.4pp |
| Annual return | -4.83% | -0.10%-4.7pp | -11.33%+6.5pp | -7.84%+3.0pp |
| Employer contribution / active EE | $5,966 | $3,665+62.8% | $4,324+38.0% | $2,596+129.8% |
| Participant deferral / active EE | $0 | $5,158-100.0% | $6,096-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,463 | $6,871-49.6% | $7,197-51.9% | $5,403-35.9% |