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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 | $147,495 | $107,809+36.8% | $90,657+62.7% | $135,379+8.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -2.69% | -0.90%-1.8pp | 1.89%-4.6pp | 519.79%-522.5pp |
| Employer contribution / active EE | $10,000 | $3,018+231.4% | $2,532+295.0% | $4,779+109.3% |
| Participant deferral / active EE | $0 | $3,872-100.0% | $3,424-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,687 | $5,931-71.6% | $4,994-66.2% | $10,828-84.4% |