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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 | $247,216 | $152,597+62.0% | $117,533+110.3% | $134,532+83.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -16.33% | 53.04%-69.4pp | 29.77%-46.1pp | 418.27%-434.6pp |
| Employer contribution / active EE | $20,017 | $5,576+259.0% | $4,179+379.0% | $4,741+322.2% |
| Participant deferral / active EE | $0 | $4,821-100.0% | $4,072-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,514 | $7,007-78.4% | $5,647-73.2% | $11,429-86.8% |