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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 | $128,744 | $175,646-26.7% | $129,118-0.3% | $134,545-4.3% |
| Participation rate | 94.4% | 81.6%+12.9pp | 77.2%+17.2pp | 81.2%+13.2pp |
| Annual return | -13.81% | -11.39%-2.4pp | -10.94%-2.9pp | 418.37%-432.2pp |
| Employer contribution / active EE | $7,484 | $6,355+17.8% | $5,051+48.2% | $4,742+57.8% |
| Participant deferral / active EE | $0 | $7,970-100.0% | $6,539-100.0% | $6,401-100.0% |
| Admin fee / account holder | $42,229 | $23,578+79.1% | $14,305+195.2% | $11,431+269.4% |