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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 | $149,945 | $95,915+56.3% | $79,580+88.4% | $134,532+11.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -18.73% | -2.71%-16.0pp | 0.15%-18.9pp | 418.27%-437.0pp |
| Employer contribution / active EE | $8,245 | $3,129+163.5% | $2,413+241.6% | $4,741+73.9% |
| Participant deferral / active EE | $969 | $4,693-79.4% | $3,985-75.7% | $6,401-84.9% |
| Admin fee / account holder | $9,933 | $9,132+8.8% | $6,835+45.3% | $11,429-13.1% |