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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 | $122,822 | $127,386-3.6% | $115,037+6.8% | $125,388-2.0% |
| Participation rate | 72.7% | 84.2%-11.4pp | 81.4%-8.6pp | 83.2%-10.5pp |
| Annual return | -3.12% | 31.28%-34.4pp | 26.14%-29.3pp | 282.24%-285.4pp |
| Employer contribution / active EE | $1,017 | $5,166-80.3% | $4,608-77.9% | $4,866-79.1% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $6,478 | $9,516-31.9% | $8,175-20.8% | $9,541-32.1% |