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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 | $104,673 | $167,533-37.5% | $151,645-31.0% | $134,545-22.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -8.29% | 7.81%-16.1pp | 3.34%-11.6pp | 418.37%-426.7pp |
| Employer contribution / active EE | $2,311 | $6,828-66.2% | $6,165-62.5% | $4,742-51.3% |
| Participant deferral / active EE | $3,134 | $8,985-65.1% | $8,363-62.5% | $6,401-51.0% |
| Admin fee / account holder | $825 | $13,781-94.0% | $11,614-92.9% | $11,431-92.8% |