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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 | $140,992 | $167,353-15.8% | $143,797-2.0% | $134,545+4.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.37% | 0.48%-15.8pp | -0.04%-15.3pp | 418.37%-433.7pp |
| Employer contribution / active EE | $1,944 | $5,620-65.4% | $4,952-60.8% | $4,742-59.0% |
| Participant deferral / active EE | $1,064 | $6,447-83.5% | $5,638-81.1% | $6,401-83.4% |
| Admin fee / account holder | $1,459 | $18,096-91.9% | $14,679-90.1% | $11,431-87.2% |