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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 | $138,169 | $82,674+67.1% | $125,381+10.2% | $68,486+101.7% |
| Participation rate | 93.5% | 75.1%+18.5pp | 82.4%+11.2pp | 67.9%+25.7pp |
| Annual return | -1.80% | -5.97%+4.2pp | 572.31%-574.1pp | -7.85%+6.1pp |
| Employer contribution / active EE | $12,097 | $3,382+257.7% | $4,815+151.2% | $2,597+365.9% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $11,182 | $6,277+78.1% | $10,007+11.7% | $5,404+106.9% |