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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 | $104,329 | $95,917+8.8% | $79,583+31.1% | $134,545-22.5% |
| Participation rate | 83.3% | 75.0%+8.3pp | 69.5%+13.8pp | 81.2%+2.1pp |
| Annual return | -10.30% | -2.70%-7.6pp | 0.16%-10.5pp | 418.37%-428.7pp |
| Employer contribution / active EE | $766 | $3,129-75.5% | $2,414-68.3% | $4,742-83.9% |
| Participant deferral / active EE | $0 | $4,694-100.0% | $3,986-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,445 | $9,132-62.3% | $6,835-49.6% | $11,431-69.9% |