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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 | $30,006 | $167,533-82.1% | $151,645-80.2% | $134,545-77.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.31% | 7.81%-26.1pp | 3.34%-21.6pp | 418.37%-436.7pp |
| Employer contribution / active EE | $6,713 | $6,828-1.7% | $6,165+8.9% | $4,742+41.6% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $335 | $13,781-97.6% | $11,614-97.1% | $11,431-97.1% |