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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 | $42,910+217.6% | $60,919+123.7% | $68,490+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 | 16.96%-26.0pp | -7.85%-1.2pp |
| Employer contribution / active EE | $5,155 | $1,978+160.5% | $2,704+90.6% | $2,597+98.5% |
| Participant deferral / active EE | $384 | $2,866-86.6% | $3,814-89.9% | $4,028-90.5% |
| Admin fee / account holder | $8,741 | $3,104+181.6% | $3,228+170.8% | $5,403+61.8% |