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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 | $136,299 | $42,914+217.6% | $60,888+123.9% | $68,498+99.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -9.02% | -13.99%+5.0pp | 16.91%-25.9pp | -7.84%-1.2pp |
| Employer contribution / active EE | $5,155 | $1,979+160.4% | $2,702+90.8% | $2,596+98.5% |
| Participant deferral / active EE | $384 | $2,868-86.6% | $3,817-89.9% | $4,027-90.5% |
| Admin fee / account holder | $8,741 | $3,102+181.8% | $3,225+171.0% | $5,403+61.8% |