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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 | $161,097 | $167,522-3.8% | $151,639+6.2% | $134,532+19.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -9.67% | 7.81%-17.5pp | 3.34%-13.0pp | 418.27%-427.9pp |
| Employer contribution / active EE | $7,375 | $6,828+8.0% | $6,165+19.6% | $4,741+55.6% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $30,628 | $13,780+122.3% | $11,613+163.7% | $11,429+168.0% |