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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 | $97,746 | $107,809-9.3% | $90,657+7.8% | $135,380-27.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -5.54% | -0.90%-4.6pp | 1.89%-7.4pp | 519.81%-525.4pp |
| Employer contribution / active EE | $4,401 | $3,018+45.8% | $2,532+73.8% | $4,779-7.9% |
| Participant deferral / active EE | $0 | $3,872-100.0% | $3,424-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,121 | $5,931-81.1% | $4,994-77.6% | $10,828-89.6% |