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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 | $184,192 | $71,878+156.3% | $86,698+112.5% | $68,486+169.0% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -3.98% | 3.53%-7.5pp | 35.95%-39.9pp | -7.85%+3.9pp |
| Employer contribution / active EE | $16,731 | $2,173+669.8% | $2,837+489.8% | $2,597+544.3% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $7,102 | $6,113+16.2% | $7,493-5.2% | $5,404+31.4% |