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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 | $167,285 | $167,3620% | $143,799+16.3% | $134,532+24.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.04% | 0.47%-13.5pp | -0.04%-13.0pp | 418.27%-431.3pp |
| Employer contribution / active EE | $9,266 | $5,620+64.9% | $4,952+87.1% | $4,741+95.5% |
| Participant deferral / active EE | $2,000 | $6,447-69.0% | $5,638-64.5% | $6,401-68.8% |
| Admin fee / account holder | $4,535 | $18,094-74.9% | $14,677-69.1% | $11,429-60.3% |