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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 | $119,200 | $142,409-16.3% | $119,634-0.4% | $134,545-11.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.31% | -12.46%-2.9pp | -14.98%-0.3pp | 418.37%-433.7pp |
| Employer contribution / active EE | $23,750 | $5,224+354.6% | $4,232+461.1% | $4,742+400.9% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $23,641 | $13,594+73.9% | $10,329+128.9% | $11,431+106.8% |