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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 | $181,823 | $71,878+153.0% | $86,698+109.7% | $68,486+165.5% |
| Participation rate | 93.7% | 72.2%+21.4pp | 76.6%+17.1pp | 67.9%+25.8pp |
| Annual return | -6.12% | 3.53%-9.6pp | 35.95%-42.1pp | -7.85%+1.7pp |
| Employer contribution / active EE | $5,656 | $2,173+160.2% | $2,837+99.4% | $2,597+117.8% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,753 | $6,113-55.0% | $7,493-63.3% | $5,404-49.0% |