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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 | $167,428 | $142,361+17.6% | $119,608+40.0% | $134,509+24.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.64% | -12.46%-7.2pp | -14.98%-4.7pp | 418.13%-437.8pp |
| Employer contribution / active EE | $7,212 | $5,224+38.1% | $4,232+70.4% | $4,741+52.1% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,400-100.0% |
| Admin fee / account holder | $3,988 | $13,588-70.7% | $10,326-61.4% | $11,427-65.1% |