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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 | $57,383 | $140,592-59.2% | $123,105-53.4% | $125,389-54.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -2.08% | 16.80%-18.9pp | 13.22%-15.3pp | 282.24%-284.3pp |
| Employer contribution / active EE | $2,225 | $6,041-63.2% | $5,151-56.8% | $4,866-54.3% |
| Participant deferral / active EE | $1,795 | $6,980-74.3% | $6,229-71.2% | $5,352-66.5% |
| Admin fee / account holder | $705 | $11,198-93.7% | $9,014-92.2% | $9,541-92.6% |