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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 | $249,633 | $131,835+89.4% | $108,582+129.9% | $273,972-8.9% |
| Participation rate | 93.8% | 83.5%+10.3pp | 79.6%+14.2pp | 83.0%+10.7pp |
| Annual return | 7.21% | -91.57%+98.8pp | -51.70%+58.9pp | 41.46%-34.2pp |
| Employer contribution / active EE | $17,333 | $4,913+252.8% | $3,758+361.2% | $4,869+256.0% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $469 | $10,253-95.4% | $7,645-93.9% | $10,133-95.4% |