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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 | $125,166 | $140,592-11.0% | $123,106+1.7% | $125,388-0.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -1.98% | 16.80%-18.8pp | 13.22%-15.2pp | 282.24%-284.2pp |
| Employer contribution / active EE | $4,159 | $6,041-31.2% | $5,151-19.3% | $4,866-14.5% |
| Participant deferral / active EE | $1,932 | $6,980-72.3% | $6,229-69.0% | $5,352-63.9% |
| Admin fee / account holder | $10,023 | $11,198-10.5% | $9,015+11.2% | $9,541+5.1% |