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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 | $105,133 | $91,911+14.4% | $68,612+53.2% | $135,379-22.3% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -2.55% | -8.22%+5.7pp | -4.63%+2.1pp | 519.79%-522.3pp |
| Employer contribution / active EE | $4,576 | $3,924+16.6% | $2,625+74.3% | $4,779-4.3% |
| Participant deferral / active EE | $151 | $4,315-96.5% | $3,311-95.5% | $5,609-97.3% |
| Admin fee / account holder | $2,619 | $9,240-71.7% | $5,131-49.0% | $10,828-75.8% |