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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 | $241,734 | $87,542+176.1% | $75,782+219.0% | $125,393+92.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -2.07% | 13.48%-15.6pp | 9.68%-11.8pp | 282.23%-284.3pp |
| Employer contribution / active EE | $9,214 | $3,930+134.5% | $3,323+177.3% | $4,866+89.4% |
| Participant deferral / active EE | $0 | $4,229-100.0% | $3,652-100.0% | $5,351-100.0% |
| Admin fee / account holder | $9,267 | $6,502+42.5% | $5,300+74.9% | $9,541-2.9% |