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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 | $52,971 | $167,362-68.3% | $143,799-63.2% | $134,532-60.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -5.53% | 0.47%-6.0pp | -0.04%-5.5pp | 418.27%-423.8pp |
| Employer contribution / active EE | $3,532 | $5,620-37.2% | $4,952-28.7% | $4,741-25.5% |
| Participant deferral / active EE | $2,109 | $6,447-67.3% | $5,638-62.6% | $6,401-67.0% |
| Admin fee / account holder | $99,303 | $18,094+448.8% | $14,677+576.6% | $11,429+768.9% |