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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 | $160,994 | $167,533-3.9% | $151,645+6.2% | $134,545+19.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.66% | 7.81%-23.5pp | 3.34%-19.0pp | 418.37%-434.0pp |
| Employer contribution / active EE | $6,616 | $6,828-3.1% | $6,165+7.3% | $4,742+39.5% |
| Participant deferral / active EE | $2,678 | $8,985-70.2% | $8,363-68.0% | $6,401-58.2% |
| Admin fee / account holder | $921 | $13,781-93.3% | $11,614-92.1% | $11,431-91.9% |