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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 | $98,580 | $131,835-25.2% | $108,582-9.2% | $273,972-64.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 3.35% | -91.57%+94.9pp | -51.70%+55.0pp | 41.46%-38.1pp |
| Employer contribution / active EE | $4,944 | $4,913+0.6% | $3,758+31.6% | $4,869+1.6% |
| Participant deferral / active EE | $1,027 | $5,127-80.0% | $4,311-76.2% | $5,287-80.6% |
| Admin fee / account holder | $2,153 | $10,253-79.0% | $7,645-71.8% | $10,133-78.8% |