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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 | $172,953 | $95,895+80.4% | $79,576+117.3% | $134,509+28.6% |
| Participation rate | 90.9% | 75.0%+15.9pp | 69.5%+21.4pp | 81.2%+9.7pp |
| Annual return | 4.15% | -2.72%+6.9pp | 0.15%+4.0pp | 418.13%-414.0pp |
| Employer contribution / active EE | $2,727 | $3,128-12.8% | $2,413+13.0% | $4,741-42.5% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,400-100.0% |
| Admin fee / account holder | $65,686 | $9,129+619.5% | $6,834+861.2% | $11,427+474.8% |