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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 | $194,241 | $167,353+16.1% | $143,797+35.1% | $134,545+44.4% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | 2.25% | 0.48%+1.8pp | -0.04%+2.3pp | 418.37%-416.1pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $147 | $6,447-97.7% | $5,638-97.4% | $6,401-97.7% |
| Admin fee / account holder | $61,851 | $18,096+241.8% | $14,679+321.4% | $11,431+441.1% |