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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 | $62,830 | $59,819+5.0% | $79,583-21.1% | $68,490-8.3% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -9.34% | -12.30%+3.0pp | 0.16%-9.5pp | -7.85%-1.5pp |
| Employer contribution / active EE | $5,357 | $1,505+255.9% | $2,414+121.9% | $2,597+106.3% |
| Participant deferral / active EE | $0 | $3,025-100.0% | $3,986-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,069 | $4,835-15.9% | $6,835-40.5% | $5,403-24.7% |