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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 | $66,965 | $167,362-60.0% | $143,799-53.4% | $134,532-50.2% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -11.43% | 0.47%-11.9pp | -0.04%-11.4pp | 418.27%-429.7pp |
| Employer contribution / active EE | $2,687 | $5,620-52.2% | $4,952-45.7% | $4,741-43.3% |
| Participant deferral / active EE | $1,435 | $6,447-77.7% | $5,638-74.5% | $6,401-77.6% |
| Admin fee / account holder | $3,297 | $18,094-81.8% | $14,677-77.5% | $11,429-71.1% |