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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 | $230,964 | $105,867+118.2% | $90,760+154.5% | $134,532+71.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -15.53% | -10.99%-4.5pp | -12.16%-3.4pp | 418.27%-433.8pp |
| Employer contribution / active EE | $9,767 | $3,464+182.0% | $2,922+234.3% | $4,741+106.0% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,401-100.0% |
| Admin fee / account holder | $5,288 | $13,936-62.1% | $8,444-37.4% | $11,429-53.7% |