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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 | $35,514 | $167,503-78.8% | $151,627-76.6% | $134,493-73.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -10.32% | 7.80%-18.1pp | 3.33%-13.7pp | 418.01%-428.3pp |
| Employer contribution / active EE | $2,676 | $6,829-60.8% | $6,166-56.6% | $4,740-43.5% |
| Participant deferral / active EE | $3,077 | $8,985-65.8% | $8,363-63.2% | $6,400-51.9% |
| Admin fee / account holder | $16,047 | $13,777+16.5% | $11,612+38.2% | $11,425+40.5% |