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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 | $118,640 | $72,404+63.9% | $110,241+7.6% | $64,186+84.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -7.10% | -6.29%-0.8pp | 314.75%-321.8pp | 7.63%-14.7pp |
| Employer contribution / active EE | $4,935 | $2,282+116.3% | $3,827+29.0% | $2,381+107.3% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,874 | $5,664-66.9% | $8,548-78.1% | $4,888-61.7% |