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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 | $142,985 | $142,392+0.4% | $119,622+19.5% | $134,532+6.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.97% | -12.46%-7.5pp | -14.98%-5.0pp | 418.27%-438.2pp |
| Employer contribution / active EE | $9,925 | $5,224+90.0% | $4,232+134.5% | $4,741+109.3% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $5,825 | $13,593-57.1% | $10,328-43.6% | $11,429-49.0% |