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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 | $244,040 | $81,870+198.1% | $119,634+104.0% | $68,490+256.3% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | 13.86% | -23.82%+37.7pp | -14.98%+28.8pp | -7.85%+21.7pp |
| Employer contribution / active EE | $13,022 | $2,692+383.8% | $4,232+207.7% | $2,597+401.5% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $9,680 | $6,583+47.0% | $10,329-6.3% | $5,403+79.2% |