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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 | $40,314 | $142,392-71.7% | $119,622-66.3% | $134,532-70.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -11.07% | -12.46%+1.4pp | -14.98%+3.9pp | 418.27%-429.3pp |
| Employer contribution / active EE | $2,002 | $5,224-61.7% | $4,232-52.7% | $4,741-57.8% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $354 | $13,593-97.4% | $10,328-96.6% | $11,429-96.9% |