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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 | $77,098 | $78,694-2.0% | $67,653+14.0% | $125,388-38.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -2.07% | 9.46%-11.5pp | 6625.22%-6627.3pp | 282.24%-284.3pp |
| Employer contribution / active EE | $12,805 | $3,044+320.7% | $2,266+465.2% | $4,866+163.1% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,994 | $7,403-73.1% | $4,821-58.6% | $9,541-79.1% |