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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 | $21,076 | $142,409-85.2% | $119,634-82.4% | $134,545-84.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -7.46% | -12.46%+5.0pp | -14.98%+7.5pp | 418.37%-425.8pp |
| Employer contribution / active EE | $7,116 | $5,224+36.2% | $4,232+68.1% | $4,742+50.1% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,217 | $13,594-91.1% | $10,329-88.2% | $11,431-89.4% |