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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 | $235,775 | $92,766+154.2% | $82,763+184.9% | $134,545+75.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -8.22% | 946.97%-955.2pp | 702.45%-710.7pp | 418.37%-426.6pp |
| Employer contribution / active EE | $4,286 | $3,273+30.9% | $3,008+42.5% | $4,742-9.6% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $138,745 | $5,978+2221.1% | $5,325+2505.5% | $11,431+1113.8% |