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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 | $146,054 | $100,805+44.9% | $86,698+68.5% | $134,532+8.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -14.51% | 29.09%-43.6pp | 35.95%-50.5pp | 418.27%-432.8pp |
| Employer contribution / active EE | $6,417 | $3,490+83.9% | $2,837+126.2% | $4,741+35.3% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $19,320 | $10,925+76.8% | $7,493+157.9% | $11,429+69.1% |