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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 | $110,620 | $175,600-37.0% | $129,110-14.3% | $134,509-17.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -0.82% | -11.39%+10.6pp | -10.94%+10.1pp | 418.13%-419.0pp |
| Employer contribution / active EE | $3,321 | $6,355-47.7% | $5,052-34.3% | $4,741-30.0% |
| Participant deferral / active EE | $1,081 | $7,975-86.5% | $6,542-83.5% | $6,400-83.1% |
| Admin fee / account holder | $2,808 | $23,567-88.1% | $14,302-80.4% | $11,427-75.4% |