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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 | $96,565 | $211,946-54.4% | $169,452-43.0% | $135,380-28.7% |
| Participation rate | 95.2% | 82.6%+12.6pp | 77.8%+17.5pp | 82.6%+12.6pp |
| Annual return | -1.17% | 3.26%-4.4pp | 1.83%-3.0pp | 519.81%-521.0pp |
| Employer contribution / active EE | $5,952 | $5,117+16.3% | $4,157+43.2% | $4,779+24.6% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $11,742 | $11,472+2.4% | $9,110+28.9% | $10,828+8.4% |