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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 | $138,729 | $100,805+37.6% | $86,698+60.0% | $134,532+3.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -5.54% | 29.09%-34.6pp | 35.95%-41.5pp | 418.27%-423.8pp |
| Employer contribution / active EE | $15,262 | $3,490+337.3% | $2,837+438.0% | $4,741+221.9% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,054 | $10,925-90.4% | $7,493-85.9% | $11,429-90.8% |