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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 | $85,402 | $140,592-39.3% | $123,106-30.6% | $125,388-31.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -3.39% | 16.80%-20.2pp | 13.22%-16.6pp | 282.24%-285.6pp |
| Employer contribution / active EE | $1,693 | $6,041-72.0% | $5,151-67.1% | $4,866-65.2% |
| Participant deferral / active EE | $533 | $6,980-92.4% | $6,229-91.4% | $5,352-90.0% |
| Admin fee / account holder | $1,420 | $11,198-87.3% | $9,015-84.3% | $9,541-85.1% |