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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 | $129,520 | $135,380-4.3% | $129,5200% | $135,380-4.3% |
| Participation rate | 88.9% | 82.6%+6.2pp | 88.9%0pp | 82.6%+6.2pp |
| Annual return | -7.65% | 519.81%-527.5pp | -7.65%0pp | 519.81%-527.5pp |
| Employer contribution / active EE | $14,657 | $4,779+206.7% | $14,6570% | $4,779+206.7% |
| Participant deferral / active EE | $0 | $5,609-100.0% | $0 | $5,609-100.0% |
| Admin fee / account holder | $7,536 | $10,828-30.4% | $7,5360% | $10,828-30.4% |