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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 | $39,207 | $167,533-76.6% | $151,645-74.1% | $134,545-70.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -7.80% | 7.81%-15.6pp | 3.34%-11.1pp | 418.37%-426.2pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,020 | $8,985-88.6% | $8,363-87.8% | $6,401-84.1% |
| Admin fee / account holder | $2,313 | $13,781-83.2% | $11,614-80.1% | $11,431-79.8% |