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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 | $165,627 | $95,895+72.7% | $79,576+108.1% | $134,509+23.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.68% | -2.72%-13.0pp | 0.15%-15.8pp | 418.13%-433.8pp |
| Employer contribution / active EE | $8,333 | $3,128+166.4% | $2,413+245.3% | $4,741+75.8% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,400-100.0% |
| Admin fee / account holder | $17,270 | $9,129+89.2% | $6,834+152.7% | $11,427+51.1% |