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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 | $231,427 | $54,162+327.3% | $68,612+237.3% | $64,173+260.6% |
| Participation rate | 76.8% | 68.1%+8.7pp | 72.2%+4.5pp | 69.6%+7.2pp |
| Annual return | -5.37% | -1.62%-3.7pp | -4.63%-0.7pp | 7.63%-13.0pp |
| Employer contribution / active EE | $13,070 | $1,846+608.0% | $2,625+397.9% | $2,381+449.0% |
| Participant deferral / active EE | $0 | $2,626-100.0% | $3,311-100.0% | $3,470-100.0% |
| Admin fee / account holder | $15,212 | $4,029+277.6% | $5,131+196.5% | $4,887+211.3% |