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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 | $102,495 | $129,959-21.1% | $104,301-1.7% | $134,509-23.8% |
| Participation rate | 83.3% | 79.5%+3.8pp | 73.3%+10.1pp | 81.2%+2.1pp |
| Annual return | -10.61% | 42.04%-52.7pp | 24.61%-35.2pp | 418.13%-428.7pp |
| Employer contribution / active EE | $3,889 | $4,185-7.1% | $3,373+15.3% | $4,741-18.0% |
| Participant deferral / active EE | $1,241 | $5,589-77.8% | $4,626-73.2% | $6,400-80.6% |
| Admin fee / account holder | $2,582 | $9,325-72.3% | $7,340-64.8% | $11,427-77.4% |