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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 | $95,917+80.3% | $79,583+117.3% | $134,545+28.5% |
| Participation rate | 90.9% | 75.0%+15.9pp | 69.5%+21.4pp | 81.2%+9.7pp |
| Annual return | 4.15% | -2.70%+6.9pp | 0.16%+4.0pp | 418.37%-414.2pp |
| Employer contribution / active EE | $2,727 | $3,129-12.8% | $2,414+13.0% | $4,742-42.5% |
| Participant deferral / active EE | $0 | $4,694-100.0% | $3,986-100.0% | $6,401-100.0% |
| Admin fee / account holder | $65,686 | $9,132+619.3% | $6,835+861.0% | $11,431+474.6% |