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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 | $137,053 | $167,362-18.1% | $143,799-4.7% | $134,532+1.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.16% | 0.47%-9.6pp | -0.04%-9.1pp | 418.27%-427.4pp |
| Employer contribution / active EE | $6,382 | $5,620+13.6% | $4,952+28.9% | $4,741+34.6% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $5,728 | $18,094-68.3% | $14,677-61.0% | $11,429-49.9% |