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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 | $159,495 | $92,219+73.0% | $76,768+107.8% | $135,379+17.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.44% | 5.46%-10.9pp | 2.43%-7.9pp | 519.79%-525.2pp |
| Employer contribution / active EE | $3,808 | $3,216+18.4% | $2,485+53.2% | $4,779-20.3% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,027 | $10,749-62.5% | $6,675-39.7% | $10,828-62.8% |