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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 | $137,388 | $105,861+29.8% | $90,756+51.4% | $134,509+2.1% |
| Participation rate | 92.9% | 78.2%+14.6pp | 75.7%+17.2pp | 81.2%+11.6pp |
| Annual return | -1.66% | -10.99%+9.3pp | -12.16%+10.5pp | 418.13%-419.8pp |
| Employer contribution / active EE | $2,143 | $3,463-38.1% | $2,922-26.7% | $4,741-54.8% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,400-100.0% |
| Admin fee / account holder | $8,678 | $13,938-37.7% | $8,445+2.8% | $11,427-24.1% |