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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 | $93,416 | $167,362-44.2% | $143,799-35.0% | $134,532-30.6% |
| Participation rate | 90.9% | 84.8%+6.1pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | -8.48% | 0.47%-9.0pp | -0.04%-8.4pp | 418.27%-426.7pp |
| Employer contribution / active EE | $6,818 | $5,620+21.3% | $4,952+37.7% | $4,741+43.8% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,367 | $18,094-81.4% | $14,677-77.1% | $11,429-70.5% |