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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 | $69,605 | $142,392-51.1% | $119,622-41.8% | $134,532-48.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -6.30% | -12.46%+6.2pp | -14.98%+8.7pp | 418.27%-424.6pp |
| Employer contribution / active EE | $5,604 | $5,224+7.3% | $4,232+32.4% | $4,741+18.2% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $28,649 | $13,593+110.8% | $10,328+177.4% | $11,429+150.7% |