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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 | $21,218 | $167,323-87.3% | $143,770-85.2% | $134,493-84.2% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -16.05% | 0.47%-16.5pp | -0.04%-16.0pp | 418.01%-434.1pp |
| Employer contribution / active EE | $2,919 | $5,619-48.0% | $4,951-41.0% | $4,740-38.4% |
| Participant deferral / active EE | $0 | $6,446-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $495 | $18,088-97.3% | $14,673-96.6% | $11,425-95.7% |