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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 | $202,745 | $62,589+223.9% | $76,768+164.1% | $64,173+215.9% |
| Participation rate | 97.3% | 72.8%+24.5pp | 77.0%+20.3pp | 69.6%+27.7pp |
| Annual return | -1.51% | -1.95%+0.4pp | 2.43%-3.9pp | 7.63%-9.1pp |
| Employer contribution / active EE | $10,135 | $1,832+453.2% | $2,485+307.8% | $2,381+325.7% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $7,444 | $4,667+59.5% | $6,675+11.5% | $4,887+52.3% |