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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 | $120,949 | $95,917+26.1% | $79,583+52.0% | $134,545-10.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -14.37% | -2.70%-11.7pp | 0.16%-14.5pp | 418.37%-432.7pp |
| Employer contribution / active EE | $1,725 | $3,129-44.9% | $2,414-28.5% | $4,742-63.6% |
| Participant deferral / active EE | $0 | $4,694-100.0% | $3,986-100.0% | $6,401-100.0% |
| Admin fee / account holder | $5,578 | $9,132-38.9% | $6,835-18.4% | $11,431-51.2% |