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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 | $118,632 | $167,522-29.2% | $151,639-21.8% | $134,532-11.8% |
| Participation rate | 93.8% | 88.4%+5.4pp | 87.5%+6.3pp | 81.2%+12.5pp |
| Annual return | -11.05% | 7.81%-18.9pp | 3.34%-14.4pp | 418.27%-429.3pp |
| Employer contribution / active EE | $1,874 | $6,828-72.6% | $6,165-69.6% | $4,741-60.5% |
| Participant deferral / active EE | $2,929 | $8,986-67.4% | $8,363-65.0% | $6,401-54.2% |
| Admin fee / account holder | $11,662 | $13,780-15.4% | $11,613+0.4% | $11,429+2.0% |