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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 | $64,107 | $64,729-1.0% | $112,263-42.9% | $68,490-6.4% |
| Participation rate | 98.8% | 67.2%+31.7pp | 75.1%+23.7pp | 67.9%+30.9pp |
| Annual return | 160.00% | -11.40%+171.4pp | 27.49%+132.5pp | -7.85%+167.9pp |
| Employer contribution / active EE | $11,818 | $2,746+330.4% | $3,636+225.0% | $2,597+355.1% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,298 | $5,222-56.0% | $6,410-64.2% | $5,403-57.5% |