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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 | $243,662 | $152,542+59.7% | $117,498+107.4% | $134,509+81.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -13.02% | 53.02%-66.0pp | 29.75%-42.8pp | 418.13%-431.2pp |
| Employer contribution / active EE | $33,238 | $5,574+496.3% | $4,178+695.6% | $4,741+601.1% |
| Participant deferral / active EE | $0 | $4,819-100.0% | $4,071-100.0% | $6,400-100.0% |
| Admin fee / account holder | $5,189 | $7,006-25.9% | $5,646-8.1% | $11,427-54.6% |