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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 | $64,176 | $53,546+19.9% | $69,890-8.2% | $68,490-6.3% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -17.32% | -13.87%-3.5pp | 190.84%-208.2pp | -7.85%-9.5pp |
| Employer contribution / active EE | $6,201 | $2,019+207.1% | $2,560+142.2% | $2,597+138.8% |
| Participant deferral / active EE | $0 | $2,957-100.0% | $3,848-100.0% | $4,028-100.0% |
| Admin fee / account holder | $14,061 | $4,693+199.6% | $6,267+124.4% | $5,403+160.2% |