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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 | $179,037 | $95,867+86.8% | $79,551+125.1% | $134,493+33.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -1.52% | -2.73%+1.2pp | 0.14%-1.7pp | 418.01%-419.5pp |
| Employer contribution / active EE | $1,539 | $3,128-50.8% | $2,413-36.2% | $4,740-67.5% |
| Participant deferral / active EE | $0 | $4,692-100.0% | $3,985-100.0% | $6,400-100.0% |
| Admin fee / account holder | $7,490 | $9,127-17.9% | $6,833+9.6% | $11,425-34.4% |