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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 | $33,712 | $167,362-79.9% | $143,799-76.6% | $134,532-74.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.56% | 0.47%-13.0pp | -0.04%-12.5pp | 418.27%-430.8pp |
| Employer contribution / active EE | $3,636 | $5,620-35.3% | $4,952-26.6% | $4,741-23.3% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,889 | $18,094-84.0% | $14,677-80.3% | $11,429-74.7% |