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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 | $182,635 | $59,805+205.4% | $79,551+129.6% | $68,498+166.6% |
| Participation rate | 95.1% | 61.1%+34.1pp | 69.5%+25.6pp | 67.9%+27.2pp |
| Annual return | 6.26% | -12.30%+18.6pp | 0.14%+6.1pp | -7.84%+14.1pp |
| Employer contribution / active EE | $3,135 | $1,505+108.3% | $2,413+29.9% | $2,596+20.7% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,027-100.0% |
| Admin fee / account holder | $19,584 | $4,835+305.1% | $6,833+186.6% | $5,403+262.5% |