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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 | $141,986 | $95,975+47.9% | $74,552+90.5% | $135,382+4.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.78% | 56.96%-64.7pp | 32.53%-40.3pp | 519.77%-527.5pp |
| Employer contribution / active EE | $10,000 | $2,716+268.2% | $1,961+410.0% | $4,779+109.3% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $6,350 | $6,522-2.6% | $5,060+25.5% | $10,829-41.4% |