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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 | $179,989 | $71,873+150.4% | $86,698+107.6% | $68,490+162.8% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -17.83% | 3.54%-21.4pp | 35.96%-53.8pp | -7.85%-10.0pp |
| Employer contribution / active EE | $5,356 | $2,173+146.4% | $2,837+88.8% | $2,597+106.3% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $13,761 | $6,110+125.2% | $7,492+83.7% | $5,403+154.7% |