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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 | $143,919 | $95,188+51.2% | $76,518+88.1% | $135,380+6.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -6.39% | 4.85%-11.2pp | -0.27%-6.1pp | 519.81%-526.2pp |
| Employer contribution / active EE | $8,333 | $3,303+152.3% | $2,647+214.8% | $4,779+74.4% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $3,836-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,110 | $6,249-66.2% | $4,849-56.5% | $10,828-80.5% |