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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 | $70,203 | $197,819-64.5% | $155,789-54.9% | $125,389-44.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 0.84% | 86.73%-85.9pp | 71.54%-70.7pp | 282.24%-281.4pp |
| Employer contribution / active EE | $1,344 | $4,850-72.3% | $3,839-65.0% | $4,866-72.4% |
| Participant deferral / active EE | $0 | $5,631-100.0% | $4,798-100.0% | $5,352-100.0% |
| Admin fee / account holder | $157,681 | $9,544+1552.2% | $7,477+2008.8% | $9,541+1552.7% |