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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 | $133,504 | $75,935+75.8% | $60,547+120.5% | $125,389+6.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -2.86% | -5.38%+2.5pp | 335.64%-338.5pp | 282.24%-285.1pp |
| Employer contribution / active EE | $13,333 | $3,438+287.8% | $2,419+451.1% | $4,866+174.0% |
| Participant deferral / active EE | $0 | $4,506-100.0% | $3,328-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,760 | $6,768-74.0% | $4,536-61.2% | $9,541-81.5% |