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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 | $43,930 | $167,362-73.8% | $143,799-69.5% | $134,532-67.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.58% | 0.47%-10.1pp | -0.04%-9.5pp | 418.27%-427.8pp |
| Employer contribution / active EE | $2,962 | $5,620-47.3% | $4,952-40.2% | $4,741-37.5% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $30,158 | $18,094+66.7% | $14,677+105.5% | $11,429+163.9% |