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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 | $99,072 | $53,806+84.1% | $61,491+61.1% | $68,490+44.7% |
| Participation rate | 94.5% | 72.5%+22.1pp | 79.3%+15.2pp | 67.9%+26.6pp |
| Annual return | -17.17% | -15.68%-1.5pp | -12.98%-4.2pp | -7.85%-9.3pp |
| Employer contribution / active EE | $6,639 | $3,218+106.3% | $4,246+56.4% | $2,597+155.7% |
| Participant deferral / active EE | $0 | $3,678-100.0% | $5,188-100.0% | $4,028-100.0% |
| Admin fee / account holder | $14,177 | $5,999+136.3% | $4,312+228.8% | $5,403+162.4% |