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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 | $206,150 | $95,915+114.9% | $79,580+159.0% | $134,532+53.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.90% | -2.71%-13.2pp | 0.15%-16.1pp | 418.27%-434.2pp |
| Employer contribution / active EE | $9,584 | $3,129+206.3% | $2,413+297.1% | $4,741+102.2% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,401-100.0% |
| Admin fee / account holder | $10,520 | $9,132+15.2% | $6,835+53.9% | $11,429-8.0% |