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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 | $68,923 | $83,427-17.4% | $115,756-40.5% | $68,486+0.6% |
| Participation rate | 100.0% | 71.9%+28.1pp | 77.1%+22.9pp | 67.9%+32.1pp |
| Annual return | 0.00% | -10.95%+10.9pp | 143.14%-143.1pp | -7.85%+7.9pp |
| Employer contribution / active EE | $10,469 | $3,075+240.5% | $3,793+176.0% | $2,597+303.2% |
| Participant deferral / active EE | $0 | $5,355-100.0% | $6,254-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,515 | $5,708-73.4% | $8,124-81.3% | $5,404-72.0% |