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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 | $156,961 | $167,362-6.2% | $143,799+9.2% | $134,532+16.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.30% | 0.47%-13.8pp | -0.04%-13.3pp | 418.27%-431.6pp |
| Employer contribution / active EE | $25,467 | $5,620+353.1% | $4,952+414.3% | $4,741+437.1% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,526 | $18,094-91.6% | $14,677-89.6% | $11,429-86.7% |