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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 | $135,634 | $131,835+2.9% | $108,582+24.9% | $273,972-50.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 11.87% | -91.57%+103.4pp | -51.70%+63.6pp | 41.46%-29.6pp |
| Employer contribution / active EE | $1,750 | $4,913-64.4% | $3,758-53.4% | $4,869-64.1% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,203 | $10,253-88.3% | $7,645-84.3% | $10,133-88.1% |