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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 | $80,951 | $107,809-24.9% | $90,657-10.7% | $135,380-40.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -4.04% | -0.90%-3.1pp | 1.89%-5.9pp | 519.81%-523.8pp |
| Employer contribution / active EE | $12,500 | $3,018+314.2% | $2,532+393.7% | $4,779+161.6% |
| Participant deferral / active EE | $0 | $3,872-100.0% | $3,424-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,006 | $5,931-83.0% | $4,994-79.8% | $10,828-90.7% |