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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 | $144,019 | $142,409+1.1% | $119,634+20.4% | $134,545+7.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 7.29% | -12.46%+19.7pp | -14.98%+22.3pp | 418.37%-411.1pp |
| Employer contribution / active EE | $4,719 | $5,224-9.7% | $4,232+11.5% | $4,742-0.5% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $10,747 | $13,594-20.9% | $10,329+4.0% | $11,431-6.0% |