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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 | $172,921 | $82,674+109.2% | $125,381+37.9% | $68,486+152.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -10.85% | -5.97%-4.9pp | 572.31%-583.2pp | -7.85%-3.0pp |
| Employer contribution / active EE | $1,017 | $3,382-69.9% | $4,815-78.9% | $2,597-60.8% |
| Participant deferral / active EE | $2,458 | $6,111-59.8% | $7,448-67.0% | $4,028-39.0% |
| Admin fee / account holder | $4,245 | $6,277-32.4% | $10,007-57.6% | $5,404-21.4% |