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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 | $107,725 | $81,870+31.6% | $119,634-10.0% | $68,490+57.3% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -13.71% | -23.82%+10.1pp | -14.98%+1.3pp | -7.85%-5.9pp |
| Employer contribution / active EE | $13,137 | $2,692+388.0% | $4,232+210.4% | $2,597+405.9% |
| Participant deferral / active EE | $1,592 | $4,148-61.6% | $5,601-71.6% | $4,028-60.5% |
| Admin fee / account holder | $6,015 | $6,583-8.6% | $10,329-41.8% | $5,403+11.3% |