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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 | $64,195 | $82,678-22.4% | $125,391-48.8% | $68,490-6.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -13.73% | -5.97%-7.8pp | 572.41%-586.1pp | -7.85%-5.9pp |
| Employer contribution / active EE | $10,405 | $3,382+207.6% | $4,816+116.1% | $2,597+300.7% |
| Participant deferral / active EE | $547 | $6,111-91.1% | $7,448-92.7% | $4,028-86.4% |
| Admin fee / account holder | $4,101 | $6,277-34.7% | $10,009-59.0% | $5,403-24.1% |