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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 | $207,911 | $100,811+106.2% | $86,698+139.8% | $134,545+54.5% |
| Participation rate | 87.5% | 79.0%+8.5pp | 76.6%+10.9pp | 81.2%+6.3pp |
| Annual return | -0.78% | 29.11%-29.9pp | 35.96%-36.7pp | 418.37%-419.1pp |
| Employer contribution / active EE | $10,444 | $3,490+199.3% | $2,837+268.2% | $4,742+120.3% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,937 | $10,926-64.0% | $7,492-47.4% | $11,431-65.6% |