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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 | $106,898 | $81,870+30.6% | $119,608-10.6% | $68,495+56.1% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -14.87% | -23.82%+8.9pp | -14.98%+0.1pp | -7.84%-7.0pp |
| Employer contribution / active EE | $6,861 | $2,692+154.9% | $4,232+62.1% | $2,596+164.3% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $380 | $6,583-94.2% | $10,326-96.3% | $5,403-93.0% |