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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 | $92,684 | $142,392-34.9% | $119,622-22.5% | $134,532-31.1% |
| Participation rate | 87.5% | 82.8%+4.7pp | 79.3%+8.2pp | 81.2%+6.3pp |
| Annual return | -8.68% | -12.46%+3.8pp | -14.98%+6.3pp | 418.27%-426.9pp |
| Employer contribution / active EE | $4,375 | $5,224-16.2% | $4,232+3.4% | $4,741-7.7% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,166 | $13,593-84.1% | $10,328-79.0% | $11,429-81.1% |