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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 | $129,699 | $64,729+100.4% | $112,263+15.5% | $68,490+89.4% |
| Participation rate | 97.0% | 67.2%+29.8pp | 75.1%+21.9pp | 67.9%+29.1pp |
| Annual return | -11.09% | -11.40%+0.3pp | 27.49%-38.6pp | -7.85%-3.2pp |
| Employer contribution / active EE | $16,302 | $2,746+493.7% | $3,636+348.3% | $2,597+527.8% |
| Participant deferral / active EE | $115 | $3,566-96.8% | $4,729-97.6% | $4,028-97.1% |
| Admin fee / account holder | $12,648 | $5,222+142.2% | $6,410+97.3% | $5,403+134.1% |