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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 | $223,380 | $113,941+96.0% | $94,229+137.1% | $125,389+78.1% |
| Participation rate | 83.3% | 82.9%+0.4pp | 78.8%+4.6pp | 83.2%+0.1pp |
| Annual return | 1.79% | 5.29%-3.5pp | 10.68%-8.9pp | 282.24%-280.5pp |
| Employer contribution / active EE | $7,551 | $4,727+59.7% | $3,587+110.5% | $4,866+55.2% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $710 | $8,392-91.5% | $6,269-88.7% | $9,541-92.6% |