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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 | $214,527 | $82,678+159.5% | $125,391+71.1% | $68,490+213.2% |
| Participation rate | 97.9% | 75.1%+22.8pp | 82.4%+15.5pp | 67.9%+30.0pp |
| Annual return | -5.95% | -5.97%0pp | 572.41%-578.4pp | -7.85%+1.9pp |
| Employer contribution / active EE | $12,471 | $3,382+268.7% | $4,816+159.0% | $2,597+380.3% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $5,296 | $6,277-15.6% | $10,009-47.1% | $5,403-2.0% |