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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 | $117,368 | $167,352-29.9% | $143,788-18.4% | $134,509-12.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.52% | 0.47%-16.0pp | -0.03%-15.5pp | 418.13%-433.7pp |
| Employer contribution / active EE | $10,011 | $5,620+78.1% | $4,952+102.2% | $4,741+111.2% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $9,080 | $18,091-49.8% | $14,675-38.1% | $11,427-20.5% |