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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 | $135,913 | $82,674+64.4% | $125,363+8.4% | $68,495+98.4% |
| Participation rate | 97.8% | 75.0%+22.8pp | 82.4%+15.5pp | 67.9%+29.9pp |
| Annual return | 2.22% | -5.97%+8.2pp | 572.15%-569.9pp | -7.84%+10.1pp |
| Employer contribution / active EE | $7,303 | $3,382+116.0% | $4,815+51.7% | $2,596+181.3% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,447-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,949 | $6,276-53.0% | $10,005-70.5% | $5,403-45.4% |