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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 | $123,884 | $167,362-26.0% | $143,799-13.8% | $134,532-7.9% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -13.70% | 0.47%-14.2pp | -0.04%-13.7pp | 418.27%-432.0pp |
| Employer contribution / active EE | $2,857 | $5,620-49.2% | $4,952-42.3% | $4,741-39.7% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,535 | $18,094-91.5% | $14,677-89.5% | $11,429-86.6% |