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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 | $95,651 | $167,504-42.9% | $151,628-36.9% | $134,509-28.9% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -13.80% | 7.81%-21.6pp | 3.34%-17.1pp | 418.13%-431.9pp |
| Employer contribution / active EE | $1,744 | $6,828-74.5% | $6,165-71.7% | $4,741-63.2% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,400-100.0% |
| Admin fee / account holder | $423 | $13,779-96.9% | $11,613-96.4% | $11,427-96.3% |