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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 | $147,278 | $100,805+46.1% | $86,698+69.9% | $134,532+9.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -13.97% | 29.09%-43.1pp | 35.95%-49.9pp | 418.27%-432.2pp |
| Employer contribution / active EE | $11,684 | $3,490+234.8% | $2,837+311.9% | $4,741+146.4% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $14,377 | $10,925+31.6% | $7,493+91.9% | $11,429+25.8% |