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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 | $81,189 | $167,533-51.5% | $151,645-46.5% | $134,545-39.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -3.33% | 7.81%-11.1pp | 3.34%-6.7pp | 418.37%-421.7pp |
| Employer contribution / active EE | $27,000 | $6,828+295.4% | $6,165+337.9% | $4,742+469.4% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $391 | $13,781-97.2% | $11,614-96.6% | $11,431-96.6% |