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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 | $106,558 | $176,402-39.6% | $134,155-20.6% | $158,931-33.0% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 6.17% | 63.64%-57.5pp | 36.33%-30.2pp | 302.86%-296.7pp |
| Employer contribution / active EE | $3,334 | $5,041-33.9% | $3,704-10.0% | $4,761-30.0% |
| Participant deferral / active EE | $0 | $4,092-100.0% | $3,499-100.0% | $5,982-100.0% |
| Admin fee / account holder | $76,162 | $8,719+773.5% | $6,685+1039.3% | $11,247+577.2% |