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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 | $66,406 | $167,352-60.3% | $143,788-53.8% | $134,509-50.6% |
| Participation rate | 93.8% | 84.8%+8.9pp | 80.3%+13.4pp | 81.2%+12.5pp |
| Annual return | -11.19% | 0.47%-11.7pp | -0.03%-11.2pp | 418.13%-429.3pp |
| Employer contribution / active EE | $5,001 | $5,620-11.0% | $4,952+1.0% | $4,741+5.5% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $689 | $18,091-96.2% | $14,675-95.3% | $11,427-94.0% |