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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 | $55,865 | $167,353-66.6% | $143,797-61.2% | $134,545-58.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.07% | 0.48%-8.5pp | -0.04%-8.0pp | 418.37%-426.4pp |
| Employer contribution / active EE | $10,057 | $5,620+78.9% | $4,952+103.1% | $4,742+112.1% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $531 | $18,096-97.1% | $14,679-96.4% | $11,431-95.4% |