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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 | $93,099 | $167,353-44.4% | $143,797-35.3% | $134,545-30.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.29% | 0.48%-10.8pp | -0.04%-10.2pp | 418.37%-428.7pp |
| Employer contribution / active EE | $1,873 | $5,620-66.7% | $4,952-62.2% | $4,742-60.5% |
| Participant deferral / active EE | $1,812 | $6,447-71.9% | $5,638-67.9% | $6,401-71.7% |
| Admin fee / account holder | $2,791 | $18,096-84.6% | $14,679-81.0% | $11,431-75.6% |