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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 | $173,591 | $142,392+21.9% | $119,622+45.1% | $134,532+29.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -9.50% | -12.46%+3.0pp | -14.98%+5.5pp | 418.27%-427.8pp |
| Employer contribution / active EE | $43,300 | $5,224+728.9% | $4,232+923.1% | $4,741+813.3% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $44,149 | $13,593+224.8% | $10,328+327.5% | $11,429+286.3% |