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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 | $164,492 | $81,870+100.9% | $119,634+37.5% | $68,490+140.2% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -8.70% | -23.82%+15.1pp | -14.98%+6.3pp | -7.85%-0.8pp |
| Employer contribution / active EE | $5,770 | $2,692+114.4% | $4,232+36.3% | $2,597+122.2% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $6,787 | $6,583+3.1% | $10,329-34.3% | $5,403+25.6% |