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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 | $84,792 | $58,493+45.0% | $84,023+0.9% | $72,976+16.2% |
| Participation rate | 94.7% | 61.2%+33.5pp | 69.0%+25.7pp | 69.5%+25.2pp |
| Annual return | 0.00% | 28.93%-28.9pp | 71.32%-71.3pp | 81.02%-81.0pp |
| Employer contribution / active EE | $14,014 | $1,163+1104.9% | $1,984+606.4% | $2,440+474.3% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,383 | $4,569-25.9% | $6,102-44.6% | $5,124-34.0% |