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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 | $77,465 | $82,674-6.3% | $125,363-38.2% | $68,495+13.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 4.63% | -5.97%+10.6pp | 572.15%-567.5pp | -7.84%+12.5pp |
| Employer contribution / active EE | $11,698 | $3,382+245.9% | $4,815+143.0% | $2,596+350.5% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,447-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,984 | $6,276-68.4% | $10,005-80.2% | $5,403-63.3% |