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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 | $78,273 | $167,533-53.3% | $151,645-48.4% | $134,545-41.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.44% | 7.81%-22.3pp | 3.34%-17.8pp | 418.37%-432.8pp |
| Employer contribution / active EE | $25,000 | $6,828+266.1% | $6,165+305.5% | $4,742+427.3% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $554 | $13,781-96.0% | $11,614-95.2% | $11,431-95.2% |