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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 | $43,542 | $75,935-42.7% | $60,547-28.1% | $125,389-65.3% |
| Participation rate | 91.7% | 76.5%+15.1pp | 68.0%+23.7pp | 83.2%+8.5pp |
| Annual return | -1.09% | -5.38%+4.3pp | 335.64%-336.7pp | 282.24%-283.3pp |
| Employer contribution / active EE | $4,998 | $3,438+45.4% | $2,419+106.6% | $4,866+2.7% |
| Participant deferral / active EE | $0 | $4,506-100.0% | $3,328-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,795 | $6,768-58.7% | $4,536-38.4% | $9,541-70.7% |