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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 | $33,600 | $167,504-79.9% | $151,628-77.8% | $134,509-75.0% |
| Participation rate | 94.4% | 88.4%+6.1pp | 87.5%+7.0pp | 81.2%+13.2pp |
| Annual return | -9.42% | 7.81%-17.2pp | 3.34%-12.8pp | 418.13%-427.6pp |
| Employer contribution / active EE | $1,578 | $6,828-76.9% | $6,165-74.4% | $4,741-66.7% |
| Participant deferral / active EE | $1,637 | $8,985-81.8% | $8,363-80.4% | $6,400-74.4% |
| Admin fee / account holder | $3,866 | $13,779-71.9% | $11,613-66.7% | $11,427-66.2% |