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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 | $154,722 | $73,863+109.5% | $143,797+7.6% | $68,490+125.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.78% | 0.91%-18.7pp | -0.04%-17.7pp | -7.85%-9.9pp |
| Employer contribution / active EE | $6,279 | $3,185+97.2% | $4,952+26.8% | $2,597+141.8% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,398 | $5,756-75.7% | $14,679-90.5% | $5,403-74.1% |