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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 | $80,389 | $69,012+16.5% | $160,009-49.8% | $68,486+17.4% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -4.92% | -9.65%+4.7pp | 408.85%-413.8pp | -7.85%+2.9pp |
| Employer contribution / active EE | $2,129 | $2,212-3.8% | $4,225-49.6% | $2,597-18.0% |
| Participant deferral / active EE | $693 | $4,212-83.6% | $6,183-88.8% | $4,028-82.8% |
| Admin fee / account holder | $15,800 | $4,798+229.3% | $8,715+81.3% | $5,404+192.4% |