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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 | $77,969 | $167,353-53.4% | $143,797-45.8% | $134,545-42.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.15% | 0.48%-19.6pp | -0.04%-19.1pp | 418.37%-437.5pp |
| Employer contribution / active EE | $6,300 | $5,620+12.1% | $4,952+27.2% | $4,742+32.9% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,517 | $18,096-91.6% | $14,679-89.7% | $11,431-86.7% |