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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 | $225,959 | $81,870+176.0% | $119,608+88.9% | $68,495+229.9% |
| Participation rate | 97.7% | 71.9%+25.8pp | 79.3%+18.4pp | 67.9%+29.8pp |
| Annual return | -16.61% | -23.82%+7.2pp | -14.98%-1.6pp | -7.84%-8.8pp |
| Employer contribution / active EE | $10,239 | $2,692+280.4% | $4,232+141.9% | $2,596+294.4% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $7,379 | $6,583+12.1% | $10,326-28.5% | $5,403+36.6% |