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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 | $108,066 | $167,522-35.5% | $151,639-28.7% | $134,532-19.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.50% | 7.81%-25.3pp | 3.34%-20.8pp | 418.27%-435.8pp |
| Employer contribution / active EE | $7,369 | $6,828+7.9% | $6,165+19.5% | $4,741+55.4% |
| Participant deferral / active EE | $2,407 | $8,986-73.2% | $8,363-71.2% | $6,401-62.4% |
| Admin fee / account holder | $1,409 | $13,780-89.8% | $11,613-87.9% | $11,429-87.7% |