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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 | $110,367 | $97,881+12.8% | $80,004+38.0% | $125,389-12.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | -2.24% | 9.36%-11.6pp | 7.63%-9.9pp | 282.24%-284.5pp |
| Employer contribution / active EE | $1,000 | $3,128-68.0% | $2,473-59.6% | $4,866-79.4% |
| Participant deferral / active EE | $0 | $3,744-100.0% | $3,204-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,015 | $6,278-67.9% | $5,033-60.0% | $9,541-78.9% |