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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 | $77,890 | $167,352-53.5% | $143,788-45.8% | $134,509-42.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.72% | 0.47%-13.2pp | -0.03%-12.7pp | 418.13%-430.9pp |
| Employer contribution / active EE | $3,800 | $5,620-32.4% | $4,952-23.3% | $4,741-19.8% |
| Participant deferral / active EE | $2,077 | $6,447-67.8% | $5,638-63.2% | $6,400-67.5% |
| Admin fee / account holder | $1,301 | $18,091-92.8% | $14,675-91.1% | $11,427-88.6% |