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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 | $38,357 | $71,872-46.6% | $86,691-55.8% | $68,495-44.0% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -8.98% | 3.53%-12.5pp | 35.94%-44.9pp | -7.84%-1.1pp |
| Employer contribution / active EE | $4,837 | $2,173+122.6% | $2,837+70.5% | $2,596+86.3% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $7,304 | $6,112+19.5% | $7,492-2.5% | $5,403+35.2% |