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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 | $57,610 | $167,533-65.6% | $151,645-62.0% | $134,545-57.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -4.37% | 7.81%-12.2pp | 3.34%-7.7pp | 418.37%-422.7pp |
| Employer contribution / active EE | $3,126 | $6,828-54.2% | $6,165-49.3% | $4,742-34.1% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $475 | $13,781-96.6% | $11,614-95.9% | $11,431-95.8% |