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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 | $198,843 | $142,392+39.6% | $119,622+66.2% | $134,532+47.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 3.64% | -12.46%+16.1pp | -14.98%+18.6pp | 418.27%-414.6pp |
| Employer contribution / active EE | $22,251 | $5,224+325.9% | $4,232+425.7% | $4,741+369.3% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $8,225 | $13,593-39.5% | $10,328-20.4% | $11,429-28.0% |