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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 | $73,770 | $42,383+74.1% | $76,518-3.6% | $64,173+15.0% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | -7.80% | -16.54%+8.7pp | -0.27%-7.5pp | 7.63%-15.4pp |
| Employer contribution / active EE | $11,346 | $1,563+625.8% | $2,647+328.6% | $2,381+376.6% |
| Participant deferral / active EE | $0 | $2,566-100.0% | $3,836-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,922 | $3,198-39.9% | $4,849-60.4% | $4,887-60.7% |