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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 | $221,722 | $92,219+140.4% | $76,767+188.8% | $135,380+63.8% |
| Participation rate | 84.6% | 79.8%+4.8pp | 77.0%+7.7pp | 82.6%+2.0pp |
| Annual return | -0.74% | 5.46%-6.2pp | 2.43%-3.2pp | 519.81%-520.5pp |
| Employer contribution / active EE | $7,692 | $3,216+139.2% | $2,485+209.5% | $4,779+61.0% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,062 | $10,749-80.8% | $6,675-69.1% | $10,828-81.0% |