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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 | $114,045 | $100,811+13.1% | $86,698+31.5% | $134,545-15.2% |
| Participation rate | 90.0% | 79.0%+11.0pp | 76.6%+13.4pp | 81.2%+8.8pp |
| Annual return | -6.17% | 29.11%-35.3pp | 35.96%-42.1pp | 418.37%-424.5pp |
| Employer contribution / active EE | $9,168 | $3,490+162.7% | $2,837+223.2% | $4,742+93.4% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $10,388 | $10,926-4.9% | $7,492+38.7% | $11,431-9.1% |