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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 | $115,804 | $81,870+41.4% | $119,622-3.2% | $68,486+69.1% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -15.10% | -23.82%+8.7pp | -14.98%-0.1pp | -7.85%-7.2pp |
| Employer contribution / active EE | $8,526 | $2,692+216.7% | $4,232+101.5% | $2,597+228.3% |
| Participant deferral / active EE | $1,730 | $4,148-58.3% | $5,601-69.1% | $4,028-57.1% |
| Admin fee / account holder | $6,429 | $6,583-2.3% | $10,328-37.7% | $5,404+19.0% |