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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 | $206,429 | $133,998+54.1% | $112,263+83.9% | $134,545+53.4% |
| Participation rate | 84.6% | 78.6%+6.1pp | 75.1%+9.6pp | 81.2%+3.4pp |
| Annual return | -5.11% | 47.17%-52.3pp | 27.49%-32.6pp | 418.37%-423.5pp |
| Employer contribution / active EE | $19,926 | $4,040+393.2% | $3,636+448.0% | $4,742+320.2% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,723 | $7,493-50.3% | $6,410-41.9% | $11,431-67.4% |