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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 | $90,191 | $105,866-14.8% | $90,766-0.6% | $134,545-33.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -4.09% | -10.99%+6.9pp | -12.16%+8.1pp | 418.37%-422.5pp |
| Employer contribution / active EE | $12,622 | $3,464+264.4% | $2,922+332.0% | $4,742+166.2% |
| Participant deferral / active EE | $1,231 | $5,217-76.4% | $4,565-73.0% | $6,401-80.8% |
| Admin fee / account holder | $1,196 | $13,938-91.4% | $8,446-85.8% | $11,431-89.5% |