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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 | $79,360 | $167,352-52.6% | $143,788-44.8% | $134,509-41.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.45% | 0.47%-12.9pp | -0.03%-12.4pp | 418.13%-430.6pp |
| Employer contribution / active EE | $28,065 | $5,620+399.4% | $4,952+466.8% | $4,741+492.0% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $2,274 | $18,091-87.4% | $14,675-84.5% | $11,427-80.1% |