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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 | $86,562 | $167,522-48.3% | $151,639-42.9% | $134,532-35.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.30% | 7.81%-21.1pp | 3.34%-16.6pp | 418.27%-431.6pp |
| Employer contribution / active EE | $13,022 | $6,828+90.7% | $6,165+111.2% | $4,741+174.7% |
| Participant deferral / active EE | $1,898 | $8,986-78.9% | $8,363-77.3% | $6,401-70.4% |
| Admin fee / account holder | $26,670 | $13,780+93.5% | $11,613+129.6% | $11,429+133.4% |