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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 | $165,124 | $211,946-22.1% | $169,452-2.6% | $135,382+22.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.91% | 3.26%-11.2pp | 1.83%-9.7pp | 519.77%-527.7pp |
| Employer contribution / active EE | $24,862 | $5,117+385.9% | $4,157+498.1% | $4,779+420.2% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,332 | $11,472-79.7% | $9,110-74.4% | $10,829-78.5% |