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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 | $34,553 | $167,362-79.4% | $143,799-76.0% | $134,532-74.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.84% | 0.47%-11.3pp | -0.04%-10.8pp | 418.27%-429.1pp |
| Employer contribution / active EE | $1,705 | $5,620-69.7% | $4,952-65.6% | $4,741-64.0% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,835 | $18,094-84.3% | $14,677-80.7% | $11,429-75.2% |