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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 | $78,295 | $142,361-45.0% | $119,608-34.5% | $134,509-41.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.88% | -12.46%-5.4pp | -14.98%-2.9pp | 418.13%-436.0pp |
| Employer contribution / active EE | $7,895 | $5,224+51.1% | $4,232+86.5% | $4,741+66.5% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,400-100.0% |
| Admin fee / account holder | $10,258 | $13,588-24.5% | $10,326-0.7% | $11,427-10.2% |