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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 | $156,251 | $48,267+223.7% | $68,808+127.1% | $68,486+128.2% |
| Participation rate | 80.0% | 60.7%+19.3pp | 69.0%+11.0pp | 67.9%+12.1pp |
| Annual return | -14.38% | -12.70%-1.7pp | -6.37%-8.0pp | -7.85%-6.5pp |
| Employer contribution / active EE | $6,047 | $1,829+230.6% | $2,656+127.7% | $2,597+132.9% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,942-100.0% | $4,028-100.0% |
| Admin fee / account holder | $54,334 | $4,362+1145.5% | $4,936+1000.8% | $5,404+905.5% |