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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 | $166,220 | $211,946-21.6% | $169,452-1.9% | $135,380+22.8% |
| Participation rate | 83.3% | 82.6%+0.7pp | 77.8%+5.6pp | 82.6%+0.7pp |
| Annual return | -7.59% | 3.26%-10.9pp | 1.83%-9.4pp | 519.81%-527.4pp |
| Employer contribution / active EE | $1,727 | $5,117-66.2% | $4,157-58.4% | $4,779-63.9% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,873 | $11,472-83.7% | $9,110-79.4% | $10,828-82.7% |