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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 | $52,192 | $175,646-70.3% | $129,118-59.6% | $134,545-61.2% |
| Participation rate | 85.7% | 81.6%+4.2pp | 77.2%+8.5pp | 81.2%+4.5pp |
| Annual return | -18.45% | -11.39%-7.1pp | -10.94%-7.5pp | 418.37%-436.8pp |
| Employer contribution / active EE | $20,715 | $6,355+225.9% | $5,051+310.1% | $4,742+336.9% |
| Participant deferral / active EE | $0 | $7,970-100.0% | $6,539-100.0% | $6,401-100.0% |
| Admin fee / account holder | $549 | $23,578-97.7% | $14,305-96.2% | $11,431-95.2% |