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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 | $66,230 | $110,083-39.8% | $151,645-56.3% | $68,490-3.3% |
| Participation rate | 92.9% | 84.0%+8.9pp | 87.5%+5.4pp | 67.9%+25.0pp |
| Annual return | -5.75% | -10.12%+4.4pp | 3.34%-9.1pp | -7.85%+2.1pp |
| Employer contribution / active EE | $6,449 | $4,470+44.3% | $6,165+4.6% | $2,597+148.3% |
| Participant deferral / active EE | $789 | $6,526-87.9% | $8,363-90.6% | $4,028-80.4% |
| Admin fee / account holder | $1,653 | $7,718-78.6% | $11,614-85.8% | $5,403-69.4% |