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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 | $94,685 | $49,177+92.5% | $79,467+19.1% | $64,173+47.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -6.19% | -1.16%-5.0pp | 718.30%-724.5pp | 7.63%-13.8pp |
| Employer contribution / active EE | $8,113 | $2,076+290.8% | $2,800+189.7% | $2,381+240.8% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $740 | $3,839-80.7% | $5,104-85.5% | $4,887-84.9% |