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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 | $119,678 | $113,941+5.0% | $94,229+27.0% | $125,389-4.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 0.35% | 5.29%-4.9pp | 10.68%-10.3pp | 282.24%-281.9pp |
| Employer contribution / active EE | $1,725 | $4,727-63.5% | $3,587-51.9% | $4,866-64.6% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $250,611 | $8,392+2886.5% | $6,269+3897.4% | $9,541+2526.7% |