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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 | $105,891 | $110,083-3.8% | $151,628-30.2% | $68,495+54.6% |
| Participation rate | 96.6% | 84.0%+12.7pp | 87.5%+9.1pp | 67.9%+28.7pp |
| Annual return | -8.43% | -10.12%+1.7pp | 3.34%-11.8pp | -7.84%-0.6pp |
| Employer contribution / active EE | $11,011 | $4,470+146.3% | $6,165+78.6% | $2,596+324.1% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,874 | $7,718-49.8% | $11,613-66.6% | $5,403-28.3% |