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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 | $142,631 | $131,835+8.2% | $108,582+31.4% | $273,972-47.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 3.77% | -91.57%+95.3pp | -51.70%+55.5pp | 41.46%-37.7pp |
| Employer contribution / active EE | $3,075 | $4,913-37.4% | $3,758-18.2% | $4,869-36.8% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $929 | $10,253-90.9% | $7,645-87.9% | $10,133-90.8% |