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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 | $96,177 | $167,533-42.6% | $151,645-36.6% | $134,545-28.5% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -18.68% | 7.81%-26.5pp | 3.34%-22.0pp | 418.37%-437.1pp |
| Employer contribution / active EE | $2,533 | $6,828-62.9% | $6,165-58.9% | $4,742-46.6% |
| Participant deferral / active EE | $2,860 | $8,985-68.2% | $8,363-65.8% | $6,401-55.3% |
| Admin fee / account holder | $4,311 | $13,781-68.7% | $11,614-62.9% | $11,431-62.3% |