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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 | $64,850 | $99,032-34.5% | $80,022-19.0% | $135,382-52.1% |
| Participation rate | 92.3% | 78.4%+14.0pp | 75.8%+16.5pp | 82.6%+9.7pp |
| Annual return | -3.92% | 15.39%-19.3pp | 11.22%-15.1pp | 519.77%-523.7pp |
| Employer contribution / active EE | $11,538 | $3,043+279.1% | $2,468+367.5% | $4,779+141.5% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,686-100.0% | $5,609-100.0% |
| Admin fee / account holder | $60,697 | $10,436+481.6% | $6,521+830.8% | $10,829+460.5% |