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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 | $73,178 | $94,529-22.6% | $140,019-47.7% | $64,173+14.0% |
| Participation rate | 76.0% | 84.1%-8.1pp | 87.5%-11.5pp | 69.6%+6.4pp |
| Annual return | -6.20% | 7.77%-14.0pp | 651.15%-657.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $3,373 | $3,812-11.5% | $5,605-39.8% | $2,381+41.7% |
| Participant deferral / active EE | $457 | $5,250-91.3% | $6,927-93.4% | $3,470-86.8% |
| Admin fee / account holder | $11,977 | $6,741+77.7% | $10,705+11.9% | $4,887+145.1% |