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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 | $190,126 | $87,546+117.2% | $75,784+150.9% | $125,389+51.6% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -0.76% | 13.49%-14.2pp | 9.68%-10.4pp | 282.24%-283.0pp |
| Employer contribution / active EE | $6,676 | $3,930+69.9% | $3,323+100.9% | $4,866+37.2% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $14,852 | $6,503+128.4% | $5,300+180.2% | $9,541+55.7% |