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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 | $98,896 | $97,027+1.9% | $83,323+18.7% | $135,382-27.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -9.18% | 12.31%-21.5pp | 10.63%-19.8pp | 519.77%-528.9pp |
| Employer contribution / active EE | $9,897 | $4,143+138.9% | $3,379+192.9% | $4,779+107.1% |
| Participant deferral / active EE | $1,581 | $5,964-73.5% | $5,565-71.6% | $5,609-71.8% |
| Admin fee / account holder | $10,506 | $8,427+24.7% | $7,539+39.3% | $10,829-3.0% |