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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 | $94,561 | $211,946-55.4% | $169,452-44.2% | $135,379-30.2% |
| Participation rate | 88.9% | 82.6%+6.3pp | 77.8%+11.1pp | 82.6%+6.2pp |
| Annual return | -7.28% | 3.26%-10.5pp | 1.83%-9.1pp | 519.79%-527.1pp |
| Employer contribution / active EE | $8,925 | $5,117+74.4% | $4,157+114.7% | $4,779+86.8% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $971 | $11,472-91.5% | $9,110-89.3% | $10,828-91.0% |