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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 | $88,917 | $77,817+14.3% | $123,553-28.0% | $64,173+38.6% |
| Participation rate | 85.4% | 74.7%+10.7pp | 82.3%+3.1pp | 69.6%+15.8pp |
| Annual return | -5.06% | 12.49%-17.5pp | 119.21%-124.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $6,322 | $3,014+109.8% | $4,628+36.6% | $2,381+165.5% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,592 | $5,519-34.9% | $9,284-61.3% | $4,887-26.5% |