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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 | $146,602 | $158,852-7.7% | $121,220+20.9% | $135,380+8.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -8.31% | -0.64%-7.7pp | 16.94%-25.2pp | 519.81%-528.1pp |
| Employer contribution / active EE | $20,412 | $5,666+260.3% | $4,023+407.4% | $4,779+327.1% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $3,345-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,013 | $6,515-84.4% | $5,021-79.8% | $10,828-90.6% |