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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 | $184,380 | $73,839+149.7% | $143,788+28.2% | $68,495+169.2% |
| Participation rate | 88.6% | 66.7%+21.9pp | 80.3%+8.3pp | 67.9%+20.7pp |
| Annual return | -16.11% | 1.01%-17.1pp | -0.03%-16.1pp | -7.84%-8.3pp |
| Employer contribution / active EE | $27,591 | $3,184+766.5% | $4,952+457.2% | $2,596+962.6% |
| Participant deferral / active EE | $186 | $3,384-94.5% | $5,638-96.7% | $4,028-95.4% |
| Admin fee / account holder | $47,600 | $5,755+727.2% | $14,675+224.4% | $5,403+780.9% |