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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 | $219,083 | $59,834+266.2% | $79,576+175.3% | $68,495+219.9% |
| Participation rate | 97.5% | 61.1%+36.4pp | 69.5%+28.0pp | 67.9%+29.6pp |
| Annual return | 15.22% | -12.30%+27.5pp | 0.15%+15.1pp | -7.84%+23.1pp |
| Employer contribution / active EE | $33,037 | $1,505+2095.2% | $2,413+1269.1% | $2,596+1172.4% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,028-100.0% |
| Admin fee / account holder | $13,767 | $4,835+184.7% | $6,834+101.5% | $5,403+154.8% |