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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 | $178,419 | $73,004+144.4% | $90,752+96.6% | $68,498+160.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | 17.73% | -13.81%+31.5pp | -12.16%+29.9pp | -7.84%+25.6pp |
| Employer contribution / active EE | $10,000 | $2,193+356.0% | $2,921+242.3% | $2,596+285.1% |
| Participant deferral / active EE | $0 | $3,627-100.0% | $4,564-100.0% | $4,027-100.0% |
| Admin fee / account holder | $7,079 | $5,896+20.1% | $8,446-16.2% | $5,403+31.0% |