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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 | $62,056 | $167,362-62.9% | $143,799-56.8% | $134,532-53.9% |
| Participation rate | 95.0% | 84.8%+10.2pp | 80.3%+14.7pp | 81.2%+13.8pp |
| Annual return | -15.39% | 0.47%-15.9pp | -0.04%-15.3pp | 418.27%-433.7pp |
| Employer contribution / active EE | $2,250 | $5,620-60.0% | $4,952-54.6% | $4,741-52.5% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $624 | $18,094-96.6% | $14,677-95.7% | $11,429-94.5% |