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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 | $51,729 | $82,678-37.4% | $125,391-58.7% | $68,490-24.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -13.51% | -5.97%-7.5pp | 572.41%-585.9pp | -7.85%-5.7pp |
| Employer contribution / active EE | $4,255 | $3,382+25.8% | $4,816-11.6% | $2,597+63.9% |
| Participant deferral / active EE | $1,821 | $6,111-70.2% | $7,448-75.5% | $4,028-54.8% |
| Admin fee / account holder | $1,877 | $6,277-70.1% | $10,009-81.3% | $5,403-65.3% |