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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 | $173,141 | $167,353+3.5% | $143,797+20.4% | $134,545+28.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.44% | 0.48%-11.9pp | -0.04%-11.4pp | 418.37%-429.8pp |
| Employer contribution / active EE | $7,486 | $5,620+33.2% | $4,952+51.2% | $4,742+57.9% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $10,016 | $18,096-44.6% | $14,679-31.8% | $11,431-12.4% |