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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 | $109,548 | $97,020+12.9% | $83,327+31.5% | $135,380-19.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -2.43% | 12.31%-14.7pp | 10.64%-13.1pp | 519.81%-522.2pp |
| Employer contribution / active EE | $18,000 | $4,144+334.4% | $3,379+432.7% | $4,779+276.7% |
| Participant deferral / active EE | $0 | $5,964-100.0% | $5,565-100.0% | $5,609-100.0% |
| Admin fee / account holder | $374 | $8,426-95.6% | $7,540-95.0% | $10,828-96.6% |