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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 | $141,279 | $167,352-15.6% | $143,788-1.7% | $134,509+5.0% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -15.73% | 0.47%-16.2pp | -0.03%-15.7pp | 418.13%-433.9pp |
| Employer contribution / active EE | $6,806 | $5,620+21.1% | $4,952+37.4% | $4,741+43.6% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,069 | $18,091-94.1% | $14,675-92.7% | $11,427-90.6% |