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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 | $68,230 | $140,592-51.5% | $123,105-44.6% | $125,389-45.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -0.51% | 16.80%-17.3pp | 13.22%-13.7pp | 282.24%-282.7pp |
| Employer contribution / active EE | $2,515 | $6,041-58.4% | $5,151-51.2% | $4,866-48.3% |
| Participant deferral / active EE | $1,830 | $6,980-73.8% | $6,229-70.6% | $5,352-65.8% |
| Admin fee / account holder | $387 | $11,198-96.5% | $9,014-95.7% | $9,541-95.9% |