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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 | $108,804 | $49,280+120.8% | $67,313+61.6% | $64,173+69.5% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -3.18% | -1.39%-1.8pp | -4.08%+0.9pp | 7.63%-10.8pp |
| Employer contribution / active EE | $3,322 | $1,668+99.1% | $2,566+29.5% | $2,381+39.5% |
| Participant deferral / active EE | $0 | $2,484-100.0% | $3,568-100.0% | $3,470-100.0% |
| Admin fee / account holder | $67,983 | $3,863+1660.0% | $4,507+1408.5% | $4,887+1291.0% |