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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 | $138,023 | $86,701+59.2% | $73,309+88.3% | $125,388+10.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -2.37% | 2.78%-5.1pp | 5.67%-8.0pp | 282.24%-284.6pp |
| Employer contribution / active EE | $11,667 | $4,152+181.0% | $3,237+260.4% | $4,866+139.8% |
| Participant deferral / active EE | $0 | $5,549-100.0% | $4,991-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,269 | $7,768-70.8% | $5,635-59.7% | $9,541-76.2% |