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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 | $122,361 | $99,644+22.8% | $86,438+41.6% | $134,532-9.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.07% | 6787.26%-6797.3pp | 4397.19%-4407.3pp | 418.27%-428.3pp |
| Employer contribution / active EE | $1,732 | $4,402-60.7% | $3,769-54.1% | $4,741-63.5% |
| Participant deferral / active EE | $1,732 | $7,247-76.1% | $6,952-75.1% | $6,401-72.9% |
| Admin fee / account holder | $860 | $8,375-89.7% | $6,733-87.2% | $11,429-92.5% |