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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 | $57,250 | $117,777-51.4% | $71,778-20.2% | $134,545-57.4% |
| Participation rate | 100.0% | 68.9%+31.1pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -12.36% | 25.46%-37.8pp | 9.15%-21.5pp | 418.37%-430.7pp |
| Employer contribution / active EE | $18,527 | $2,525+633.7% | $1,704+987.1% | $4,742+290.7% |
| Participant deferral / active EE | $0 | $3,756-100.0% | $2,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $9,781 | $6,379+53.3% | $3,974+146.2% | $11,431-14.4% |