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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 | $78,282 | $167,522-53.3% | $151,639-48.4% | $134,532-41.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -8.70% | 7.81%-16.5pp | 3.34%-12.0pp | 418.27%-427.0pp |
| Employer contribution / active EE | $3,217 | $6,828-52.9% | $6,165-47.8% | $4,741-32.1% |
| Participant deferral / active EE | $1,302 | $8,986-85.5% | $8,363-84.4% | $6,401-79.7% |
| Admin fee / account holder | $5,007 | $13,780-63.7% | $11,613-56.9% | $11,429-56.2% |