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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 | $22,625 | $167,362-86.5% | $143,799-84.3% | $134,532-83.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.75% | 0.47%-9.2pp | -0.04%-8.7pp | 418.27%-427.0pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $815 | $6,447-87.4% | $5,638-85.5% | $6,401-87.3% |
| Admin fee / account holder | $1,726 | $18,094-90.5% | $14,677-88.2% | $11,429-84.9% |