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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 | $83,701 | $167,533-50.0% | $151,645-44.8% | $134,545-37.8% |
| Participation rate | 78.6% | 88.4%-9.8pp | 87.5%-8.9pp | 81.2%-2.7pp |
| Annual return | -18.81% | 7.81%-26.6pp | 3.34%-22.2pp | 418.37%-437.2pp |
| Employer contribution / active EE | $3,465 | $6,828-49.3% | $6,165-43.8% | $4,742-26.9% |
| Participant deferral / active EE | $2,691 | $8,985-70.0% | $8,363-67.8% | $6,401-58.0% |
| Admin fee / account holder | $6,387 | $13,781-53.7% | $11,614-45.0% | $11,431-44.1% |