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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 | $106,412 | $127,387-16.5% | $115,038-7.5% | $125,389-15.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.13% | 31.28%-33.4pp | 26.14%-28.3pp | 282.24%-284.4pp |
| Employer contribution / active EE | $3,337 | $5,166-35.4% | $4,608-27.6% | $4,866-31.4% |
| Participant deferral / active EE | $602 | $6,423-90.6% | $6,026-90.0% | $5,352-88.7% |
| Admin fee / account holder | $7,422 | $9,516-22.0% | $8,175-9.2% | $9,541-22.2% |