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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 | $66,579 | $87,546-24.0% | $75,784-12.1% | $125,389-46.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.89% | 13.49%-15.4pp | 9.68%-11.6pp | 282.24%-284.1pp |
| Employer contribution / active EE | $16,342 | $3,930+315.8% | $3,323+391.7% | $4,866+235.8% |
| Participant deferral / active EE | $142 | $4,230-96.6% | $3,652-96.1% | $5,352-97.3% |
| Admin fee / account holder | $14,799 | $6,503+127.6% | $5,300+179.2% | $9,541+55.1% |