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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 | $97,876 | $57,350+70.7% | $83,850+16.7% | $64,181+52.5% |
| Participation rate | 92.3% | 68.6%+23.7pp | 76.1%+16.2pp | 69.6%+22.7pp |
| Annual return | -3.63% | 11.38%-15.0pp | 850.92%-854.6pp | 7.63%-11.3pp |
| Employer contribution / active EE | $13,374 | $2,545+425.4% | $3,631+268.3% | $2,381+461.7% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $16,818 | $4,046+315.7% | $5,478+207.0% | $4,887+244.1% |