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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 | $151,015 | $142,392+6.1% | $119,622+26.2% | $134,532+12.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.59% | -12.46%-7.1pp | -14.98%-4.6pp | 418.27%-437.9pp |
| Employer contribution / active EE | $23,295 | $5,224+345.9% | $4,232+450.4% | $4,741+391.3% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,556 | $13,593-73.8% | $10,328-65.6% | $11,429-68.9% |