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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 | $118,452 | $95,915+23.5% | $79,580+48.8% | $134,532-12.0% |
| Participation rate | 87.5% | 75.0%+12.5pp | 69.5%+18.0pp | 81.2%+6.3pp |
| Annual return | -8.57% | -2.71%-5.9pp | 0.15%-8.7pp | 418.27%-426.8pp |
| Employer contribution / active EE | $8,750 | $3,129+179.7% | $2,413+262.6% | $4,741+84.6% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,401-100.0% |
| Admin fee / account holder | $35,116 | $9,132+284.5% | $6,835+413.8% | $11,429+207.3% |