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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 | $95,462 | $46,697+104.4% | $117,529-18.8% | $68,490+39.4% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -9.77% | -14.52%+4.7pp | 29.77%-39.5pp | -7.85%-1.9pp |
| Employer contribution / active EE | $7,570 | $1,506+402.8% | $4,179+81.1% | $2,597+191.5% |
| Participant deferral / active EE | $0 | $2,637-100.0% | $4,072-100.0% | $4,028-100.0% |
| Admin fee / account holder | $731 | $4,023-81.8% | $5,645-87.0% | $5,403-86.5% |