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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 | $110,942 | $167,362-33.7% | $143,799-22.8% | $134,532-17.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.19% | 0.47%-17.7pp | -0.04%-17.1pp | 418.27%-435.5pp |
| Employer contribution / active EE | $1,224 | $5,620-78.2% | $4,952-75.3% | $4,741-74.2% |
| Participant deferral / active EE | $1,917 | $6,447-70.3% | $5,638-66.0% | $6,401-70.1% |
| Admin fee / account holder | $13,766 | $18,094-23.9% | $14,677-6.2% | $11,429+20.4% |