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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 | $220,057 | $167,522+31.4% | $151,639+45.1% | $134,532+63.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -8.28% | 7.81%-16.1pp | 3.34%-11.6pp | 418.27%-426.5pp |
| Employer contribution / active EE | $1,667 | $6,828-75.6% | $6,165-73.0% | $4,741-64.8% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $27,141 | $13,780+97.0% | $11,613+133.7% | $11,429+137.5% |