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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 | $222,417 | $72,177+208.2% | $115,038+93.3% | $59,633+273.0% |
| Participation rate | 93.6% | 72.6%+21.1pp | 81.4%+12.3pp | 68.7%+24.9pp |
| Annual return | -1.97% | 12.02%-14.0pp | 26.14%-28.1pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $23,279 | $2,841+719.3% | $4,608+405.2% | $2,203+956.9% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $27,672 | $4,927+461.6% | $8,175+238.5% | $4,297+544.0% |