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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 | $80,222 | $82,674-3.0% | $125,381-36.0% | $68,486+17.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -8.96% | -5.97%-3.0pp | 572.31%-581.3pp | -7.85%-1.1pp |
| Employer contribution / active EE | $6,127 | $3,382+81.2% | $4,815+27.2% | $2,597+135.9% |
| Participant deferral / active EE | $1,706 | $6,111-72.1% | $7,448-77.1% | $4,028-57.6% |
| Admin fee / account holder | $5,704 | $6,277-9.1% | $10,007-43.0% | $5,404+5.6% |