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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 | $113,142 | $140,592-19.5% | $123,106-8.1% | $125,388-9.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -0.95% | 16.80%-17.7pp | 13.22%-14.2pp | 282.24%-283.2pp |
| Employer contribution / active EE | $2,691 | $6,041-55.5% | $5,151-47.8% | $4,866-44.7% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,850 | $11,198-74.5% | $9,015-68.4% | $9,541-70.1% |