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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 | $192,508 | $142,409+35.2% | $119,634+60.9% | $134,545+43.1% |
| Participation rate | 93.8% | 82.8%+10.9pp | 79.3%+14.5pp | 81.2%+12.5pp |
| Annual return | -13.09% | -12.46%-0.6pp | -14.98%+1.9pp | 418.37%-431.5pp |
| Employer contribution / active EE | $10,938 | $5,224+109.4% | $4,232+158.4% | $4,742+130.7% |
| Participant deferral / active EE | $1,344 | $6,468-79.2% | $5,601-76.0% | $6,401-79.0% |
| Admin fee / account holder | $3,927 | $13,594-71.1% | $10,329-62.0% | $11,431-65.6% |