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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 | $186,732 | $110,083+69.6% | $151,628+23.2% | $68,495+172.6% |
| Participation rate | 96.4% | 84.0%+12.5pp | 87.5%+8.9pp | 67.9%+28.5pp |
| Annual return | -13.23% | -10.12%-3.1pp | 3.34%-16.6pp | -7.84%-5.4pp |
| Employer contribution / active EE | $10,153 | $4,470+127.1% | $6,165+64.7% | $2,596+291.0% |
| Participant deferral / active EE | $1,627 | $6,526-75.1% | $8,363-80.5% | $4,028-59.6% |
| Admin fee / account holder | $61,494 | $7,718+696.8% | $11,613+429.5% | $5,403+1038.1% |