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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 | $83,556 | $97,020-13.9% | $83,327+0.3% | $135,380-38.3% |
| Participation rate | 91.7% | 80.4%+11.3pp | 77.8%+13.9pp | 82.6%+9.0pp |
| Annual return | -5.91% | 12.31%-18.2pp | 10.64%-16.5pp | 519.81%-525.7pp |
| Employer contribution / active EE | $7,833 | $4,144+89.0% | $3,379+131.8% | $4,779+63.9% |
| Participant deferral / active EE | $0 | $5,964-100.0% | $5,565-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,061 | $8,426-63.7% | $7,540-59.4% | $10,828-71.7% |