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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 | $114,712-21.2% | $173,730-48.0% | $87,485+3.3% |
| Participation rate | 90.6% | 73.0%+17.6pp | 79.6%+11.0pp | 68.9%+21.6pp |
| Annual return | 0.00% | 20.18%-20.2pp | 19.96%-20.0pp | 26.06%-26.1pp |
| Employer contribution / active EE | $28,302 | $2,904+874.6% | $4,577+518.3% | $2,596+990.1% |
| Participant deferral / active EE | $0 | $4,642-100.0% | $6,326-100.0% | $4,274-100.0% |
| Admin fee / account holder | $23,112 | $10,210+126.4% | $17,523+31.9% | $7,775+197.3% |