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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 | $159,603 | $167,522-4.7% | $151,639+5.3% | $134,532+18.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -10.26% | 7.81%-18.1pp | 3.34%-13.6pp | 418.27%-428.5pp |
| Employer contribution / active EE | $8,288 | $6,828+21.4% | $6,165+34.4% | $4,741+74.8% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $26,667 | $13,780+93.5% | $11,613+129.6% | $11,429+133.3% |