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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 | $153,355 | $77,817+97.1% | $123,553+24.1% | $64,173+139.0% |
| Participation rate | 95.2% | 74.7%+20.5pp | 82.3%+12.9pp | 69.6%+25.7pp |
| Annual return | -4.66% | 12.49%-17.2pp | 119.21%-123.9pp | 7.63%-12.3pp |
| Employer contribution / active EE | $8,768 | $3,014+190.9% | $4,628+89.5% | $2,381+268.3% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $31,178 | $5,519+464.9% | $9,284+235.8% | $4,887+537.9% |