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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 | $45,754 | $167,522-72.7% | $151,639-69.8% | $134,532-66.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.73% | 7.81%-28.5pp | 3.34%-24.1pp | 418.27%-439.0pp |
| Employer contribution / active EE | $34,991 | $6,828+412.5% | $6,165+467.6% | $4,741+638.0% |
| Participant deferral / active EE | $1,625 | $8,986-81.9% | $8,363-80.6% | $6,401-74.6% |
| Admin fee / account holder | $833 | $13,780-94.0% | $11,613-92.8% | $11,429-92.7% |