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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 | $105,151 | $110,083-4.5% | $151,639-30.7% | $68,486+53.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -12.08% | -10.12%-2.0pp | 3.34%-15.4pp | -7.85%-4.2pp |
| Employer contribution / active EE | $5,891 | $4,470+31.8% | $6,165-4.4% | $2,597+126.9% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,884 | $7,718-62.6% | $11,613-75.2% | $5,404-46.6% |