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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 | $58,971 | $211,946-72.2% | $169,452-65.2% | $135,380-56.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -2.22% | 3.26%-5.5pp | 1.83%-4.1pp | 519.81%-522.0pp |
| Employer contribution / active EE | $24,500 | $5,117+378.8% | $4,157+489.4% | $4,779+412.7% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $547 | $11,472-95.2% | $9,110-94.0% | $10,828-95.0% |