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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 | $222,662 | $100,805+120.9% | $86,698+156.8% | $134,532+65.5% |
| Participation rate | 95.8% | 79.0%+16.9pp | 76.6%+19.2pp | 81.2%+14.6pp |
| Annual return | -16.34% | 29.09%-45.4pp | 35.95%-52.3pp | 418.27%-434.6pp |
| Employer contribution / active EE | $11,976 | $3,490+243.1% | $2,837+322.2% | $4,741+152.6% |
| Participant deferral / active EE | $1,215 | $5,339-77.2% | $4,656-73.9% | $6,401-81.0% |
| Admin fee / account holder | $6,305 | $10,925-42.3% | $7,493-15.9% | $11,429-44.8% |