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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 | $90,360 | $108,825-17.0% | $156,181-42.1% | $82,448+9.6% |
| Participation rate | 90.6% | 72.4%+18.2pp | 78.8%+11.7pp | 68.1%+22.5pp |
| Annual return | 0.00% | 20.59%-20.6pp | 64.87%-64.9pp | 41.64%-41.6pp |
| Employer contribution / active EE | $28,302 | $2,870+886.2% | $4,294+559.1% | $2,551+1009.5% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $23,112 | $9,341+147.4% | $14,586+58.5% | $7,234+219.5% |