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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 | $107,813 | $32,117+235.7% | $71,086+51.7% | $64,181+68.0% |
| Participation rate | 100.0% | 42.7%+57.3pp | 54.7%+45.3pp | 69.6%+30.4pp |
| Annual return | -5.61% | -5.57%0pp | 650.59%-656.2pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,515 | $712+112.7% | $1,088+39.3% | $2,381-36.4% |
| Participant deferral / active EE | $0 | $1,263-100.0% | $1,874-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,861 | $2,759+3.7% | $3,082-7.2% | $4,887-41.5% |