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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 | $224,510 | $87,546+156.4% | $75,784+196.2% | $125,389+79.1% |
| Participation rate | 72.7% | 80.2%-7.4pp | 75.8%-3.1pp | 83.2%-10.5pp |
| Annual return | -1.47% | 13.49%-15.0pp | 9.68%-11.1pp | 282.24%-283.7pp |
| Employer contribution / active EE | $7,273 | $3,930+85.1% | $3,323+118.8% | $4,866+49.5% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,861 | $6,503-71.4% | $5,300-64.9% | $9,541-80.5% |