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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 | $177,997 | $167,362+6.4% | $143,799+23.8% | $134,532+32.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.20% | 0.47%-13.7pp | -0.04%-13.2pp | 418.27%-431.5pp |
| Employer contribution / active EE | $2,490 | $5,620-55.7% | $4,952-49.7% | $4,741-47.5% |
| Participant deferral / active EE | $2,113 | $6,447-67.2% | $5,638-62.5% | $6,401-67.0% |
| Admin fee / account holder | $7,887 | $18,094-56.4% | $14,677-46.3% | $11,429-31.0% |