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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 | $154,602 | $93,124+66.0% | $77,100+100.5% | $134,545+14.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -14.84% | 62.68%-77.5pp | 42.35%-57.2pp | 418.37%-433.2pp |
| Employer contribution / active EE | $2,358 | $3,421-31.1% | $2,815-16.2% | $4,742-50.3% |
| Participant deferral / active EE | $0 | $5,242-100.0% | $4,430-100.0% | $6,401-100.0% |
| Admin fee / account holder | $7,316 | $6,970+5.0% | $5,443+34.4% | $11,431-36.0% |