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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 | $144,123 | $131,835+9.3% | $108,582+32.7% | $273,972-47.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 3.79% | -91.57%+95.4pp | -51.70%+55.5pp | 41.46%-37.7pp |
| Employer contribution / active EE | $22,634 | $4,913+360.7% | $3,758+502.2% | $4,869+364.9% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $109,937 | $10,253+972.3% | $7,645+1338.0% | $10,133+985.0% |