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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 | $139,563 | $100,811+38.4% | $86,698+61.0% | $134,545+3.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.70% | 29.11%-45.8pp | 35.96%-52.7pp | 418.37%-435.1pp |
| Employer contribution / active EE | $1,665 | $3,490-52.3% | $2,837-41.3% | $4,742-64.9% |
| Participant deferral / active EE | $1,200 | $5,339-77.5% | $4,656-74.2% | $6,401-81.3% |
| Admin fee / account holder | $2,901 | $10,926-73.4% | $7,492-61.3% | $11,431-74.6% |