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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 | $134,638 | $95,188+41.4% | $76,518+76.0% | $135,380-0.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -5.85% | 4.85%-10.7pp | -0.27%-5.6pp | 519.81%-525.7pp |
| Employer contribution / active EE | $5,818 | $3,303+76.2% | $2,647+119.8% | $4,779+21.7% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $3,836-100.0% | $5,609-100.0% |
| Admin fee / account holder | $743 | $6,249-88.1% | $4,849-84.7% | $10,828-93.1% |