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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 | $152,058 | $95,895+58.6% | $79,576+91.1% | $134,509+13.0% |
| Participation rate | 83.3% | 75.0%+8.3pp | 69.5%+13.8pp | 81.2%+2.1pp |
| Annual return | -5.53% | -2.72%-2.8pp | 0.15%-5.7pp | 418.13%-423.7pp |
| Employer contribution / active EE | $6,655 | $3,128+112.7% | $2,413+175.8% | $4,741+40.4% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,400-100.0% |
| Admin fee / account holder | $19,463 | $9,129+113.2% | $6,834+184.8% | $11,427+70.3% |