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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 | $132,168 | $142,392-7.2% | $119,622+10.5% | $134,532-1.8% |
| Participation rate | 90.9% | 82.8%+8.1pp | 79.3%+11.6pp | 81.2%+9.7pp |
| Annual return | -3.46% | -12.46%+9.0pp | -14.98%+11.5pp | 418.27%-421.7pp |
| Employer contribution / active EE | $13,825 | $5,224+164.6% | $4,232+226.7% | $4,741+191.6% |
| Participant deferral / active EE | $954 | $6,467-85.3% | $5,601-83.0% | $6,401-85.1% |
| Admin fee / account holder | $5,000 | $13,593-63.2% | $10,328-51.6% | $11,429-56.2% |