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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 | $103,653 | $95,188+8.9% | $76,518+35.5% | $135,379-23.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -4.04% | 4.85%-8.9pp | -0.27%-3.8pp | 519.79%-523.8pp |
| Employer contribution / active EE | $1,000 | $3,303-69.7% | $2,647-62.2% | $4,779-79.1% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $3,836-100.0% | $5,609-100.0% |
| Admin fee / account holder | $5,738 | $6,249-8.2% | $4,849+18.3% | $10,828-47.0% |