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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 | $159,691 | $129,959+22.9% | $104,301+53.1% | $134,509+18.7% |
| Participation rate | 90.0% | 79.5%+10.5pp | 73.3%+16.7pp | 81.2%+8.8pp |
| Annual return | -7.41% | 42.04%-49.4pp | 24.61%-32.0pp | 418.13%-425.5pp |
| Employer contribution / active EE | $14,804 | $4,185+253.7% | $3,373+338.9% | $4,741+212.3% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,400-100.0% |
| Admin fee / account holder | $7,919 | $9,325-15.1% | $7,340+7.9% | $11,427-30.7% |