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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 | $116,773 | $167,352-30.2% | $143,788-18.8% | $134,509-13.2% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -13.93% | 0.47%-14.4pp | -0.03%-13.9pp | 418.13%-432.1pp |
| Employer contribution / active EE | $2,143 | $5,620-61.9% | $4,952-56.7% | $4,741-54.8% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,182 | $18,091-93.5% | $14,675-91.9% | $11,427-89.7% |