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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 | $119,554 | $142,392-16.0% | $119,622-0.1% | $134,532-11.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -8.87% | -12.46%+3.6pp | -14.98%+6.1pp | 418.27%-427.1pp |
| Employer contribution / active EE | $5,200 | $5,224-0.5% | $4,232+22.9% | $4,741+9.7% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,150 | $13,593-84.2% | $10,328-79.2% | $11,429-81.2% |