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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 | $169,284 | $81,870+106.8% | $119,634+41.5% | $68,490+147.2% |
| Participation rate | 82.9% | 71.9%+11.0pp | 79.3%+3.6pp | 67.9%+15.0pp |
| Annual return | -15.61% | -23.82%+8.2pp | -14.98%-0.6pp | -7.85%-7.8pp |
| Employer contribution / active EE | $14,445 | $2,692+436.6% | $4,232+241.3% | $2,597+456.3% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $26,300 | $6,583+299.5% | $10,329+154.6% | $5,403+386.8% |