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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 | $44,037 | $167,352-73.7% | $143,788-69.4% | $134,509-67.3% |
| Participation rate | 95.8% | 84.8%+11.0pp | 80.3%+15.5pp | 81.2%+14.6pp |
| Annual return | -8.37% | 0.47%-8.8pp | -0.03%-8.3pp | 418.13%-426.5pp |
| Employer contribution / active EE | $3,045 | $5,620-45.8% | $4,952-38.5% | $4,741-35.8% |
| Participant deferral / active EE | $1,278 | $6,447-80.2% | $5,638-77.3% | $6,400-80.0% |
| Admin fee / account holder | $11,963 | $18,091-33.9% | $14,675-18.5% | $11,427+4.7% |