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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 | $154,070 | $167,362-7.9% | $143,799+7.1% | $134,532+14.5% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -12.92% | 0.47%-13.4pp | -0.04%-12.9pp | 418.27%-431.2pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $144 | $6,447-97.8% | $5,638-97.5% | $6,401-97.8% |
| Admin fee / account holder | $79,318 | $18,094+338.4% | $14,677+440.4% | $11,429+594.0% |