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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 | $88,767 | $54,355+63.3% | $82,744+7.3% | $68,486+29.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -10.73% | -13.67%+2.9pp | 702.22%-712.9pp | -7.85%-2.9pp |
| Employer contribution / active EE | $11,550 | $2,219+420.6% | $3,008+284.0% | $2,597+344.8% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $7,522 | $4,397+71.1% | $5,325+41.3% | $5,404+39.2% |