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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 | $209,433 | $79,633+163.0% | $93,786+123.3% | $68,490+205.8% |
| Participation rate | 100.0% | 75.4%+24.6pp | 81.0%+19.0pp | 67.9%+32.1pp |
| Annual return | -15.65% | -0.10%-15.5pp | -11.32%-4.3pp | -7.85%-7.8pp |
| Employer contribution / active EE | $6,482 | $3,665+76.9% | $4,328+49.8% | $2,597+149.6% |
| Participant deferral / active EE | $0 | $5,158-100.0% | $6,100-100.0% | $4,028-100.0% |
| Admin fee / account holder | $21,937 | $6,871+219.3% | $7,184+205.3% | $5,403+306.0% |