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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 | $92,857 | $131,835-29.6% | $108,582-14.5% | $273,972-66.1% |
| Participation rate | 94.1% | 83.5%+10.7pp | 79.6%+14.5pp | 83.0%+11.1pp |
| Annual return | 3.67% | -91.57%+95.2pp | -51.70%+55.4pp | 41.46%-37.8pp |
| Employer contribution / active EE | $3,917 | $4,913-20.3% | $3,758+4.2% | $4,869-19.6% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $12,500 | $10,253+21.9% | $7,645+63.5% | $10,133+23.4% |