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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 | $34,744 | $167,353-79.2% | $143,797-75.8% | $134,545-74.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.57% | 0.48%-17.1pp | -0.04%-16.5pp | 418.37%-434.9pp |
| Employer contribution / active EE | $4,847 | $5,620-13.8% | $4,952-2.1% | $4,742+2.2% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $626 | $18,096-96.5% | $14,679-95.7% | $11,431-94.5% |