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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 | $171,398 | $42,910+299.4% | $60,919+181.4% | $68,490+150.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | 21.25% | -13.99%+35.2pp | 16.96%+4.3pp | -7.85%+29.1pp |
| Employer contribution / active EE | $14,709 | $1,978+643.5% | $2,704+444.0% | $2,597+466.5% |
| Participant deferral / active EE | $0 | $2,866-100.0% | $3,814-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,583 | $3,104+47.6% | $3,228+42.0% | $5,403-15.2% |