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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 | $95,046 | $73,863+28.7% | $143,797-33.9% | $68,490+38.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.69% | 0.91%-16.6pp | -0.04%-15.7pp | -7.85%-7.8pp |
| Employer contribution / active EE | $5,503 | $3,185+72.8% | $4,952+11.1% | $2,597+111.9% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,782 | $5,756-16.9% | $14,679-67.4% | $5,403-11.5% |