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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 | $107,925 | $87,546+23.3% | $75,784+42.4% | $125,389-13.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -3.51% | 13.49%-17.0pp | 9.68%-13.2pp | 282.24%-285.7pp |
| Employer contribution / active EE | $21,443 | $3,930+445.6% | $3,323+545.2% | $4,866+340.7% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $820 | $6,503-87.4% | $5,300-84.5% | $9,541-91.4% |