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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 | $219,803 | $99,032+122.0% | $80,022+174.7% | $135,382+62.4% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -5.11% | 15.39%-20.5pp | 11.22%-16.3pp | 519.77%-524.9pp |
| Employer contribution / active EE | $4,750 | $3,043+56.1% | $2,468+92.5% | $4,779-0.6% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,686-100.0% | $5,609-100.0% |
| Admin fee / account holder | $7,813 | $10,436-25.1% | $6,521+19.8% | $10,829-27.9% |