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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 | $191,311 | $131,835+45.1% | $108,582+76.2% | $273,972-30.2% |
| Participation rate | 87.5% | 83.5%+4.0pp | 79.6%+7.9pp | 83.0%+4.5pp |
| Annual return | 2.87% | -91.57%+94.4pp | -51.70%+54.6pp | 41.46%-38.6pp |
| Employer contribution / active EE | $8,466 | $4,913+72.3% | $3,758+125.3% | $4,869+73.9% |
| Participant deferral / active EE | $796 | $5,127-84.5% | $4,311-81.5% | $5,287-84.9% |
| Admin fee / account holder | $5,297 | $10,253-48.3% | $7,645-30.7% | $10,133-47.7% |