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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 | $102,336 | $95,915+6.7% | $79,580+28.6% | $134,532-23.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -11.51% | -2.71%-8.8pp | 0.15%-11.7pp | 418.27%-429.8pp |
| Employer contribution / active EE | $11,050 | $3,129+253.2% | $2,413+357.9% | $4,741+133.1% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,401-100.0% |
| Admin fee / account holder | $361 | $9,132-96.0% | $6,835-94.7% | $11,429-96.8% |