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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 | $81,204 | $72,404+12.2% | $110,243-26.3% | $64,173+26.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -0.59% | -6.29%+5.7pp | 314.76%-315.3pp | 7.63%-8.2pp |
| Employer contribution / active EE | $11,647 | $2,282+410.5% | $3,827+204.4% | $2,381+389.2% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $7,805 | $5,664+37.8% | $8,548-8.7% | $4,887+59.7% |