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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 | $140,140 | $73,019+91.9% | $90,766+54.4% | $68,490+104.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -15.21% | -13.81%-1.4pp | -12.16%-3.1pp | -7.85%-7.4pp |
| Employer contribution / active EE | $11,581 | $2,193+428.2% | $2,922+296.4% | $2,597+346.0% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $4,565-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,947 | $5,897-16.1% | $8,446-41.4% | $5,403-8.4% |