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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 | $106,212 | $142,361-25.4% | $119,608-11.2% | $134,509-21.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -13.61% | -12.46%-1.1pp | -14.98%+1.4pp | 418.13%-431.7pp |
| Employer contribution / active EE | $12,388 | $5,224+137.1% | $4,232+192.7% | $4,741+161.3% |
| Participant deferral / active EE | $926 | $6,468-85.7% | $5,601-83.5% | $6,400-85.5% |
| Admin fee / account holder | $5,321 | $13,588-60.8% | $10,326-48.5% | $11,427-53.4% |