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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 | $50,042 | $77,976-35.8% | $81,367-38.5% | $125,389-60.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 82.3%+17.7pp | 83.2%+16.8pp |
| Annual return | -0.07% | -2.85%+2.8pp | -0.92%+0.8pp | 282.24%-282.3pp |
| Employer contribution / active EE | $8,246 | $4,366+88.9% | $3,930+109.8% | $4,866+69.5% |
| Participant deferral / active EE | $0 | $5,646-100.0% | $5,383-100.0% | $5,352-100.0% |
| Admin fee / account holder | $106,580 | $12,476+754.3% | $8,926+1094.1% | $9,541+1017.1% |