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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 | $125,859 | $167,353-24.8% | $143,797-12.5% | $134,545-6.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.21% | 0.48%-18.7pp | -0.04%-18.2pp | 418.37%-436.6pp |
| Employer contribution / active EE | $1,501 | $5,620-73.3% | $4,952-69.7% | $4,742-68.4% |
| Participant deferral / active EE | $1,984 | $6,447-69.2% | $5,638-64.8% | $6,401-69.0% |
| Admin fee / account holder | $25,062 | $18,096+38.5% | $14,679+70.7% | $11,431+119.3% |