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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 | $83,492 | $72,404+15.3% | $110,243-24.3% | $64,173+30.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -6.84% | -6.29%-0.6pp | 314.76%-321.6pp | 7.63%-14.5pp |
| Employer contribution / active EE | $8,394 | $2,282+267.9% | $3,827+119.4% | $2,381+252.6% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $12,180 | $5,664+115.0% | $8,548+42.5% | $4,887+149.2% |