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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 | $85,690 | $50,947+68.2% | $74,551+14.9% | $64,173+33.5% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -6.98% | -1.85%-5.1pp | 32.53%-39.5pp | 7.63%-14.6pp |
| Employer contribution / active EE | $10,000 | $1,115+796.5% | $1,961+409.9% | $2,381+320.0% |
| Participant deferral / active EE | $0 | $2,302-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $5,166 | $4,221+22.4% | $5,059+2.1% | $4,887+5.7% |