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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 | $153,395 | $48,235+218.0% | $68,803+122.9% | $68,490+124.0% |
| Participation rate | 77.6% | 60.7%+16.9pp | 69.0%+8.5pp | 67.9%+9.7pp |
| Annual return | -14.45% | -12.70%-1.7pp | -6.37%-8.1pp | -7.85%-6.6pp |
| Employer contribution / active EE | $18,187 | $1,829+894.5% | $2,656+584.8% | $2,597+600.4% |
| Participant deferral / active EE | $49 | $2,867-98.3% | $3,942-98.8% | $4,028-98.8% |
| Admin fee / account holder | $23,513 | $4,361+439.1% | $4,936+376.4% | $5,403+335.2% |