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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 | $99,171 | $167,362-40.7% | $143,799-31.0% | $134,532-26.3% |
| Participation rate | 92.3% | 84.8%+7.5pp | 80.3%+12.0pp | 81.2%+11.1pp |
| Annual return | -11.01% | 0.47%-11.5pp | -0.04%-11.0pp | 418.27%-429.3pp |
| Employer contribution / active EE | $7,830 | $5,620+39.3% | $4,952+58.1% | $4,741+65.2% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $845 | $18,094-95.3% | $14,677-94.2% | $11,429-92.6% |