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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 | $101,263 | $77,817+30.1% | $123,553-18.0% | $64,173+57.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.14% | 12.49%-18.6pp | 119.21%-125.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $8,228 | $3,014+173.0% | $4,628+77.8% | $2,381+245.6% |
| Participant deferral / active EE | $2,136 | $5,240-59.2% | $6,426-66.8% | $3,470-38.4% |
| Admin fee / account holder | $42,176 | $5,519+664.2% | $9,284+354.3% | $4,887+763.0% |