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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 | $84,535 | $42,909+97.0% | $60,906+38.8% | $68,486+23.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -13.48% | -13.99%+0.5pp | 16.94%-30.4pp | -7.85%-5.6pp |
| Employer contribution / active EE | $10,037 | $1,979+407.3% | $2,703+271.3% | $2,597+286.5% |
| Participant deferral / active EE | $0 | $2,866-100.0% | $3,814-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,494 | $3,104-51.9% | $3,227-53.7% | $5,404-72.3% |