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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 | $237,762 | $91,911+158.7% | $68,612+246.5% | $135,380+75.6% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -5.23% | -8.22%+3.0pp | -4.63%-0.6pp | 519.81%-525.0pp |
| Employer contribution / active EE | $8,195 | $3,924+108.9% | $2,625+212.2% | $4,779+71.5% |
| Participant deferral / active EE | $100 | $4,315-97.7% | $3,311-97.0% | $5,609-98.2% |
| Admin fee / account holder | $6,841 | $9,240-26.0% | $5,131+33.3% | $10,828-36.8% |