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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 | $242,364 | $110,083+120.2% | $151,645+59.8% | $68,490+253.9% |
| Participation rate | 97.4% | 84.0%+13.5pp | 87.5%+9.9pp | 67.9%+29.5pp |
| Annual return | -11.24% | -10.12%-1.1pp | 3.34%-14.6pp | -7.85%-3.4pp |
| Employer contribution / active EE | $17,088 | $4,470+282.3% | $6,165+177.2% | $2,597+558.1% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $7,571 | $7,718-1.9% | $11,614-34.8% | $5,403+40.1% |