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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 | $97,387 | $131,835-26.1% | $108,582-10.3% | $273,972-64.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 8.20% | -91.57%+99.8pp | -51.70%+59.9pp | 41.46%-33.3pp |
| Employer contribution / active EE | $10,000 | $4,913+103.6% | $3,758+166.1% | $4,869+105.4% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $35,806 | $10,253+249.2% | $7,645+368.3% | $10,133+253.4% |