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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 | $166,434 | $167,353-0.5% | $143,797+15.7% | $134,545+23.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.38% | 0.48%-15.9pp | -0.04%-15.3pp | 418.37%-433.7pp |
| Employer contribution / active EE | $1,924 | $5,620-65.8% | $4,952-61.1% | $4,742-59.4% |
| Participant deferral / active EE | $589 | $6,447-90.9% | $5,638-89.6% | $6,401-90.8% |
| Admin fee / account holder | $12,810 | $18,096-29.2% | $14,679-12.7% | $11,431+12.1% |