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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 | $77,527 | $167,352-53.7% | $143,788-46.1% | $134,509-42.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.88% | 0.47%-17.4pp | -0.03%-16.9pp | 418.13%-435.0pp |
| Employer contribution / active EE | $3,245 | $5,620-42.3% | $4,952-34.5% | $4,741-31.6% |
| Participant deferral / active EE | $187 | $6,447-97.1% | $5,638-96.7% | $6,400-97.1% |
| Admin fee / account holder | $34,064 | $18,091+88.3% | $14,675+132.1% | $11,427+198.1% |