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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 | $102,789 | $95,193+8.0% | $76,523+34.3% | $135,382-24.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -2.92% | 4.85%-7.8pp | -0.27%-2.6pp | 519.77%-522.7pp |
| Employer contribution / active EE | $6,667 | $3,302+101.9% | $2,647+151.8% | $4,779+39.5% |
| Participant deferral / active EE | $0 | $4,639-100.0% | $3,835-100.0% | $5,609-100.0% |
| Admin fee / account holder | $13,599 | $6,249+117.6% | $4,848+180.5% | $10,829+25.6% |