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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 | $50,545 | $167,353-69.8% | $143,797-64.8% | $134,545-62.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.01% | 0.48%-13.5pp | -0.04%-13.0pp | 418.37%-431.4pp |
| Employer contribution / active EE | $9,004 | $5,620+60.2% | $4,952+81.8% | $4,742+89.9% |
| Participant deferral / active EE | $990 | $6,447-84.6% | $5,638-82.4% | $6,401-84.5% |
| Admin fee / account holder | $3,991 | $18,096-77.9% | $14,679-72.8% | $11,431-65.1% |