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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 | $180,509 | $59,819+201.8% | $79,583+126.8% | $68,490+163.6% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | 45.27% | -12.30%+57.6pp | 0.16%+45.1pp | -7.85%+53.1pp |
| Employer contribution / active EE | $2,565 | $1,505+70.4% | $2,414+6.3% | $2,597-1.2% |
| Participant deferral / active EE | $0 | $3,025-100.0% | $3,986-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,125 | $4,835-56.1% | $6,835-68.9% | $5,403-60.7% |