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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 | $75,070 | $94,529-20.6% | $140,019-46.4% | $64,173+17.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -6.63% | 7.77%-14.4pp | 651.17%-657.8pp | 7.63%-14.3pp |
| Employer contribution / active EE | $7,443 | $3,812+95.2% | $5,605+32.8% | $2,381+212.6% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $5,217 | $6,741-22.6% | $10,705-51.3% | $4,887+6.7% |