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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 | $228,065 | $71,873+217.3% | $86,698+163.1% | $68,490+233.0% |
| Participation rate | 71.4% | 72.2%-0.8pp | 76.6%-5.2pp | 67.9%+3.5pp |
| Annual return | -18.06% | 3.54%-21.6pp | 35.96%-54.0pp | -7.85%-10.2pp |
| Employer contribution / active EE | $3,724 | $2,173+71.3% | $2,837+31.3% | $2,597+43.4% |
| Participant deferral / active EE | $439 | $3,779-88.4% | $4,656-90.6% | $4,028-89.1% |
| Admin fee / account holder | $37,790 | $6,110+518.5% | $7,492+404.4% | $5,403+599.4% |