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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 | $212,603 | $131,835+61.3% | $108,582+95.8% | $273,972-22.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 8.19% | -91.57%+99.8pp | -51.70%+59.9pp | 41.46%-33.3pp |
| Employer contribution / active EE | $7,500 | $4,913+52.7% | $3,758+99.6% | $4,869+54.0% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $5,494 | $10,253-46.4% | $7,645-28.1% | $10,133-45.8% |