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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 | $43,876 | $142,409-69.2% | $119,634-63.3% | $134,545-67.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -12.50% | -12.46%0pp | -14.98%+2.5pp | 418.37%-430.9pp |
| Employer contribution / active EE | $1,614 | $5,224-69.1% | $4,232-61.9% | $4,742-66.0% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $16,374 | $13,594+20.4% | $10,329+58.5% | $11,431+43.3% |