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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 | $129,638 | $167,353-22.5% | $143,797-9.8% | $134,545-3.6% |
| Participation rate | 90.5% | 84.8%+5.7pp | 80.3%+10.2pp | 81.2%+9.2pp |
| Annual return | -4.15% | 0.48%-4.6pp | -0.04%-4.1pp | 418.37%-422.5pp |
| Employer contribution / active EE | $7,787 | $5,620+38.5% | $4,952+57.2% | $4,742+64.2% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $21,191 | $18,096+17.1% | $14,679+44.4% | $11,431+85.4% |