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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 | $120,918 | $167,522-27.8% | $151,639-20.3% | $134,532-10.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.94% | 7.81%-22.7pp | 3.34%-18.3pp | 418.27%-433.2pp |
| Employer contribution / active EE | $2,917 | $6,828-57.3% | $6,165-52.7% | $4,741-38.5% |
| Participant deferral / active EE | $3,031 | $8,986-66.3% | $8,363-63.8% | $6,401-52.7% |
| Admin fee / account holder | $8,620 | $13,780-37.4% | $11,613-25.8% | $11,429-24.6% |