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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 | $80,048 | $131,829-39.3% | $108,579-26.3% | $273,965-70.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 9.72% | -91.57%+101.3pp | -51.70%+61.4pp | 41.45%-31.7pp |
| Employer contribution / active EE | $1,314 | $4,912-73.3% | $3,758-65.0% | $4,869-73.0% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $14,386 | $10,252+40.3% | $7,645+88.2% | $10,132+42.0% |