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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 | $168,738 | $152,591+10.6% | $117,529+43.6% | $134,545+25.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -11.96% | 53.04%-65.0pp | 29.77%-41.7pp | 418.37%-430.3pp |
| Employer contribution / active EE | $25,146 | $5,576+351.0% | $4,179+501.7% | $4,742+430.3% |
| Participant deferral / active EE | $0 | $4,821-100.0% | $4,072-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,158 | $7,004-83.5% | $5,645-79.5% | $11,431-89.9% |