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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 | $127,196 | $167,362-24.0% | $143,799-11.5% | $134,532-5.5% |
| Participation rate | 91.7% | 84.8%+6.8pp | 80.3%+11.4pp | 81.2%+10.4pp |
| Annual return | -12.36% | 0.47%-12.8pp | -0.04%-12.3pp | 418.27%-430.6pp |
| Employer contribution / active EE | $2,279 | $5,620-59.5% | $4,952-54.0% | $4,741-51.9% |
| Participant deferral / active EE | $1,438 | $6,447-77.7% | $5,638-74.5% | $6,401-77.5% |
| Admin fee / account holder | $11,448 | $18,094-36.7% | $14,677-22.0% | $11,429+0.2% |