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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 | $102,617 | $167,522-38.7% | $151,639-32.3% | $134,532-23.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -8.75% | 7.81%-16.6pp | 3.34%-12.1pp | 418.27%-427.0pp |
| Employer contribution / active EE | $2,682 | $6,828-60.7% | $6,165-56.5% | $4,741-43.4% |
| Participant deferral / active EE | $2,325 | $8,986-74.1% | $8,363-72.2% | $6,401-63.7% |
| Admin fee / account holder | $2,765 | $13,780-79.9% | $11,613-76.2% | $11,429-75.8% |