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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 | $88,500 | $92,219-4.0% | $76,767+15.3% | $135,380-34.6% |
| Participation rate | 90.9% | 79.8%+11.1pp | 77.0%+13.9pp | 82.6%+8.3pp |
| Annual return | -5.49% | 5.46%-10.9pp | 2.43%-7.9pp | 519.81%-525.3pp |
| Employer contribution / active EE | $1,364 | $3,216-57.6% | $2,485-45.1% | $4,779-71.5% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $314 | $10,749-97.1% | $6,675-95.3% | $10,828-97.1% |