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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 | $98,995 | $85,790+15.4% | $67,313+47.1% | $135,380-26.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.62% | -0.54%-6.1pp | -4.08%-2.5pp | 519.81%-526.4pp |
| Employer contribution / active EE | $10,000 | $3,487+186.8% | $2,566+289.8% | $4,779+109.3% |
| Participant deferral / active EE | $0 | $4,651-100.0% | $3,568-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,013 | $6,392-84.2% | $4,507-77.5% | $10,828-90.6% |