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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 | $194,797 | $131,835+47.8% | $108,582+79.4% | $273,972-28.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 22.30% | -91.57%+113.9pp | -51.70%+74.0pp | 41.46%-19.2pp |
| Employer contribution / active EE | $1,714 | $4,913-65.1% | $3,758-54.4% | $4,869-64.8% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $13,196 | $10,253+28.7% | $7,645+72.6% | $10,133+30.2% |