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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 | $107,042 | $105,867+1.1% | $90,760+17.9% | $134,532-20.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -12.28% | -10.99%-1.3pp | -12.16%-0.1pp | 418.27%-430.5pp |
| Employer contribution / active EE | $6,343 | $3,464+83.1% | $2,922+117.1% | $4,741+33.8% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,401-100.0% |
| Admin fee / account holder | $466 | $13,936-96.7% | $8,444-94.5% | $11,429-95.9% |