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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 | $170,390 | $85,790+98.6% | $67,313+153.1% | $135,380+25.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.25% | -0.54%-4.7pp | -4.08%-1.2pp | 519.81%-525.1pp |
| Employer contribution / active EE | $979 | $3,487-71.9% | $2,566-61.9% | $4,779-79.5% |
| Participant deferral / active EE | $778 | $4,651-83.3% | $3,568-78.2% | $5,609-86.1% |
| Admin fee / account holder | $17,500 | $6,392+173.8% | $4,507+288.3% | $10,828+61.6% |