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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 | $91,499 | $167,522-45.4% | $151,639-39.7% | $134,532-32.0% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -9.98% | 7.81%-17.8pp | 3.34%-13.3pp | 418.27%-428.2pp |
| Employer contribution / active EE | $19,723 | $6,828+188.9% | $6,165+219.9% | $4,741+316.0% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $584 | $13,780-95.8% | $11,613-95.0% | $11,429-94.9% |