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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 | $70,889 | $71,878-1.4% | $86,698-18.2% | $68,486+3.5% |
| Participation rate | 89.3% | 72.2%+17.0pp | 76.6%+12.7pp | 67.9%+21.4pp |
| Annual return | -2.16% | 3.53%-5.7pp | 35.95%-38.1pp | -7.85%+5.7pp |
| Employer contribution / active EE | $1,786 | $2,173-17.8% | $2,837-37.1% | $2,597-31.2% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $10,495 | $6,113+71.7% | $7,493+40.1% | $5,404+94.2% |