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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 | $59,819+205.3% | $79,583+129.5% | $68,490+166.7% |
| Participation rate | 95.1% | 61.1%+34.0pp | 69.5%+25.6pp | 67.9%+27.2pp |
| Annual return | 6.26% | -12.30%+18.6pp | 0.16%+6.1pp | -7.85%+14.1pp |
| Employer contribution / active EE | $3,135 | $1,505+108.2% | $2,414+29.9% | $2,597+20.7% |
| Participant deferral / active EE | $0 | $3,025-100.0% | $3,986-100.0% | $4,028-100.0% |
| Admin fee / account holder | $19,584 | $4,835+305.0% | $6,835+186.5% | $5,403+262.5% |