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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 | $199,533 | $90,590+120.3% | $90,782+119.8% | $135,382+47.4% |
| Participation rate | 78.3% | 83.7%-5.5pp | 82.7%-4.4pp | 82.6%-4.4pp |
| Annual return | -4.29% | -3.40%-0.9pp | -3.42%-0.9pp | 519.77%-524.1pp |
| Employer contribution / active EE | $9,327 | $4,352+114.3% | $4,105+127.2% | $4,779+95.2% |
| Participant deferral / active EE | $0 | $5,407-100.0% | $5,366-100.0% | $5,609-100.0% |
| Admin fee / account holder | $9,977 | $7,683+29.9% | $5,908+68.9% | $10,829-7.9% |