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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 | $93,130 | $97,027-4.0% | $83,323+11.8% | $135,382-31.2% |
| Participation rate | 92.3% | 80.4%+11.9pp | 77.8%+14.5pp | 82.6%+9.7pp |
| Annual return | -1.02% | 12.31%-13.3pp | 10.63%-11.7pp | 519.77%-520.8pp |
| Employer contribution / active EE | $835 | $4,143-79.9% | $3,379-75.3% | $4,779-82.5% |
| Participant deferral / active EE | $1,463 | $5,964-75.5% | $5,565-73.7% | $5,609-73.9% |
| Admin fee / account holder | $1,903 | $8,427-77.4% | $7,539-74.8% | $10,829-82.4% |