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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 | $104,313 | $95,895+8.8% | $79,576+31.1% | $134,509-22.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -14.32% | -2.72%-11.6pp | 0.15%-14.5pp | 418.13%-432.5pp |
| Employer contribution / active EE | $1,645 | $3,128-47.4% | $2,413-31.8% | $4,741-65.3% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,068 | $9,129-88.3% | $6,834-84.4% | $11,427-90.7% |