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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 | $87,673 | $107,809-18.7% | $90,657-3.3% | $135,380-35.2% |
| Participation rate | 83.3% | 78.0%+5.3pp | 74.0%+9.3pp | 82.6%+0.7pp |
| Annual return | -7.84% | -0.90%-6.9pp | 1.89%-9.7pp | 519.81%-527.6pp |
| Employer contribution / active EE | $9,770 | $3,018+223.7% | $2,532+285.9% | $4,779+104.4% |
| Participant deferral / active EE | $0 | $3,872-100.0% | $3,424-100.0% | $5,609-100.0% |
| Admin fee / account holder | $931 | $5,931-84.3% | $4,994-81.4% | $10,828-91.4% |