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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 | $134,381 | $175,646-23.5% | $129,118+4.1% | $134,545-0.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.2%+22.8pp | 81.2%+18.8pp |
| Annual return | -13.51% | -11.39%-2.1pp | -10.94%-2.6pp | 418.37%-431.9pp |
| Employer contribution / active EE | $8,441 | $6,355+32.8% | $5,051+67.1% | $4,742+78.0% |
| Participant deferral / active EE | $0 | $7,970-100.0% | $6,539-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,334 | $23,578-94.3% | $14,305-90.7% | $11,431-88.3% |