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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 | $106,576 | $87,542+21.7% | $75,782+40.6% | $125,393-15.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -2.65% | 13.48%-16.1pp | 9.68%-12.3pp | 282.23%-284.9pp |
| Employer contribution / active EE | $10,000 | $3,930+154.5% | $3,323+200.9% | $4,866+105.5% |
| Participant deferral / active EE | $0 | $4,229-100.0% | $3,652-100.0% | $5,351-100.0% |
| Admin fee / account holder | $18,291 | $6,502+181.3% | $5,300+245.2% | $9,541+91.7% |