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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 | $143,044 | $71,878+99.0% | $86,698+65.0% | $68,486+108.9% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -14.92% | 3.53%-18.5pp | 35.95%-50.9pp | -7.85%-7.1pp |
| Employer contribution / active EE | $14,697 | $2,173+576.3% | $2,837+418.1% | $2,597+466.0% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $16,544 | $6,113+170.6% | $7,493+120.8% | $5,404+206.2% |