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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 | $79,454 | $112,300-29.2% | $90,223-11.9% | $125,389-36.6% |
| Participation rate | 77.8% | 82.9%-5.1pp | 79.0%-1.3pp | 83.2%-5.4pp |
| Annual return | -0.15% | -0.57%+0.4pp | 1.31%-1.5pp | 282.24%-282.4pp |
| Employer contribution / active EE | $3,678 | $5,181-29.0% | $4,378-16.0% | $4,866-24.4% |
| Participant deferral / active EE | $0 | $6,733-100.0% | $5,792-100.0% | $5,352-100.0% |
| Admin fee / account holder | $777 | $10,990-92.9% | $7,406-89.5% | $9,541-91.9% |