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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 | $220,364 | $211,946+4.0% | $169,452+30.0% | $135,380+62.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.65% | 3.26%-8.9pp | 1.83%-7.5pp | 519.81%-525.5pp |
| Employer contribution / active EE | $11,000 | $5,117+115.0% | $4,157+164.6% | $4,779+130.2% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $35,497 | $11,472+209.4% | $9,110+289.7% | $10,828+227.8% |