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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 | $140,844 | $81,870+72.0% | $119,634+17.7% | $68,490+105.6% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | 26.44% | -23.82%+50.3pp | -14.98%+41.4pp | -7.85%+34.3pp |
| Employer contribution / active EE | $3,684 | $2,692+36.9% | $4,232-12.9% | $2,597+41.9% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $7,836 | $6,583+19.0% | $10,329-24.1% | $5,403+45.0% |