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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 | $141,827 | $92,219+53.8% | $76,768+84.7% | $135,379+4.8% |
| Participation rate | 95.2% | 79.8%+15.5pp | 77.0%+18.3pp | 82.6%+12.6pp |
| Annual return | -7.70% | 5.46%-13.2pp | 2.43%-10.1pp | 519.79%-527.5pp |
| Employer contribution / active EE | $15,393 | $3,216+378.7% | $2,485+519.4% | $4,779+222.1% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,550 | $10,749-67.0% | $6,675-46.8% | $10,828-67.2% |