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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 | $81,710 | $106,115-23.0% | $85,969-5.0% | $125,388-34.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -2.15% | 13.93%-16.1pp | 9.32%-11.5pp | 282.24%-284.4pp |
| Employer contribution / active EE | $6,752 | $4,537+48.8% | $3,474+94.3% | $4,866+38.7% |
| Participant deferral / active EE | $0 | $4,859-100.0% | $3,829-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,174 | $8,144-85.6% | $6,053-80.6% | $9,541-87.7% |