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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 | $125,076 | $94,529+32.3% | $140,019-10.7% | $64,173+94.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -2.14% | 7.77%-9.9pp | 651.17%-653.3pp | 7.63%-9.8pp |
| Employer contribution / active EE | $2,403 | $3,812-37.0% | $5,605-57.1% | $2,381+0.9% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,256 | $6,741-81.4% | $10,705-88.3% | $4,887-74.3% |