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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 | $30,923 | $167,362-81.5% | $143,799-78.5% | $134,532-77.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.23% | 0.47%-19.7pp | -0.04%-19.2pp | 418.27%-437.5pp |
| Employer contribution / active EE | $11,970 | $5,620+113.0% | $4,952+141.7% | $4,741+152.5% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,313 | $18,094-92.7% | $14,677-91.1% | $11,429-88.5% |