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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 | $161,531 | $167,362-3.5% | $143,799+12.3% | $134,532+20.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.53% | 0.47%-16.0pp | -0.04%-15.5pp | 418.27%-433.8pp |
| Employer contribution / active EE | $17,051 | $5,620+203.4% | $4,952+244.3% | $4,741+259.7% |
| Participant deferral / active EE | $1,716 | $6,447-73.4% | $5,638-69.6% | $6,401-73.2% |
| Admin fee / account holder | $2,239 | $18,094-87.6% | $14,677-84.7% | $11,429-80.4% |