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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 | $217,207 | $81,870+165.3% | $119,608+81.6% | $68,495+217.1% |
| Participation rate | 97.4% | 71.9%+25.5pp | 79.3%+18.2pp | 67.9%+29.5pp |
| Annual return | -14.51% | -23.82%+9.3pp | -14.98%+0.5pp | -7.84%-6.7pp |
| Employer contribution / active EE | $13,343 | $2,692+395.7% | $4,232+215.3% | $2,596+413.9% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,418 | $6,583-32.9% | $10,326-57.2% | $5,403-18.2% |