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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 | $106,178 | $167,353-36.6% | $143,797-26.2% | $134,545-21.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.54% | 0.48%-16.0pp | -0.04%-15.5pp | 418.37%-433.9pp |
| Employer contribution / active EE | $51,708 | $5,620+820.0% | $4,952+944.1% | $4,742+990.5% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $539 | $18,096-97.0% | $14,679-96.3% | $11,431-95.3% |