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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 | $220,490 | $142,392+54.8% | $119,622+84.3% | $134,532+63.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.07% | -12.46%-2.6pp | -14.98%-0.1pp | 418.27%-433.3pp |
| Employer contribution / active EE | $25,234 | $5,224+383.1% | $4,232+496.2% | $4,741+432.2% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,823 | $13,593-79.2% | $10,328-72.7% | $11,429-75.3% |