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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 | $241,256 | $127,387+89.4% | $115,038+109.7% | $125,389+92.4% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | -2.08% | 31.28%-33.4pp | 26.14%-28.2pp | 282.24%-284.3pp |
| Employer contribution / active EE | $14,873 | $5,166+187.9% | $4,608+222.8% | $4,866+205.6% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $8,811 | $9,516-7.4% | $8,175+7.8% | $9,541-7.6% |