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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 | $95,698 | $53,162+80.0% | $91,227+4.9% | $68,490+39.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 73.2%+26.8pp | 67.9%+32.1pp |
| Annual return | -11.34% | -3.14%-8.2pp | 114.14%-125.5pp | -7.85%-3.5pp |
| Employer contribution / active EE | $5,357 | $1,709+213.4% | $2,851+87.9% | $2,597+106.3% |
| Participant deferral / active EE | $0 | $2,974-100.0% | $4,234-100.0% | $4,028-100.0% |
| Admin fee / account holder | $5,036 | $4,493+12.1% | $5,423-7.1% | $5,403-6.8% |