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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 | $98,056 | $142,409-31.1% | $119,634-18.0% | $134,545-27.1% |
| Participation rate | 94.7% | 82.8%+11.9pp | 79.3%+15.5pp | 81.2%+13.5pp |
| Annual return | 3.81% | -12.46%+16.3pp | -14.98%+18.8pp | 418.37%-414.6pp |
| Employer contribution / active EE | $7,895 | $5,224+51.1% | $4,232+86.5% | $4,742+66.5% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $945 | $13,594-93.0% | $10,329-90.9% | $11,431-91.7% |