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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 | $116,969 | $82,678+41.5% | $125,391-6.7% | $68,490+70.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -7.13% | -5.97%-1.2pp | 572.41%-579.5pp | -7.85%+0.7pp |
| Employer contribution / active EE | $7,319 | $3,382+116.4% | $4,816+52.0% | $2,597+181.8% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,761 | $6,277-24.1% | $10,009-52.4% | $5,403-11.9% |