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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 | $97,438 | $167,522-41.8% | $151,639-35.7% | $134,532-27.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.65% | 7.81%-26.5pp | 3.34%-22.0pp | 418.27%-436.9pp |
| Employer contribution / active EE | $10,000 | $6,828+46.5% | $6,165+62.2% | $4,741+110.9% |
| Participant deferral / active EE | $1,733 | $8,986-80.7% | $8,363-79.3% | $6,401-72.9% |
| Admin fee / account holder | $1,453 | $13,780-89.5% | $11,613-87.5% | $11,429-87.3% |