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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 | $166,973 | $167,503-0.3% | $151,627+10.1% | $134,493+24.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -11.85% | 7.80%-19.7pp | 3.33%-15.2pp | 418.01%-429.9pp |
| Employer contribution / active EE | $29,675 | $6,829+334.5% | $6,166+381.3% | $4,740+526.1% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,400-100.0% |
| Admin fee / account holder | $5,668 | $13,777-58.9% | $11,612-51.2% | $11,425-50.4% |