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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 | $74,301 | $142,409-47.8% | $119,634-37.9% | $134,545-44.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -8.63% | -12.46%+3.8pp | -14.98%+6.4pp | 418.37%-427.0pp |
| Employer contribution / active EE | $6,250 | $5,224+19.6% | $4,232+47.7% | $4,742+31.8% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $40,002 | $13,594+194.3% | $10,329+287.3% | $11,431+250.0% |