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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 | $210,285 | $211,946-0.8% | $169,452+24.1% | $135,380+55.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.57% | 3.26%-7.8pp | 1.83%-6.4pp | 519.81%-524.4pp |
| Employer contribution / active EE | $17,750 | $5,117+246.9% | $4,157+327.0% | $4,779+271.4% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $7,769 | $11,472-32.3% | $9,110-14.7% | $10,828-28.2% |