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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 | $205,823 | $57,350+258.9% | $83,850+145.5% | $64,181+220.7% |
| Participation rate | 76.3% | 68.6%+7.7pp | 76.1%+0.2pp | 69.6%+6.7pp |
| Annual return | -6.07% | 11.38%-17.5pp | 850.92%-857.0pp | 7.63%-13.7pp |
| Employer contribution / active EE | $15,371 | $2,545+503.9% | $3,631+323.3% | $2,381+545.6% |
| Participant deferral / active EE | $53 | $2,993-98.2% | $4,082-98.7% | $3,470-98.5% |
| Admin fee / account holder | $16,618 | $4,046+310.7% | $5,478+203.3% | $4,887+240.0% |