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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 | $210,803 | $142,409+48.0% | $119,634+76.2% | $134,545+56.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.43% | -12.46%-3.0pp | -14.98%-0.4pp | 418.37%-433.8pp |
| Employer contribution / active EE | $11,365 | $5,224+117.5% | $4,232+168.5% | $4,742+139.7% |
| Participant deferral / active EE | $480 | $6,468-92.6% | $5,601-91.4% | $6,401-92.5% |
| Admin fee / account holder | $11,493 | $13,594-15.5% | $10,329+11.3% | $11,431+0.5% |