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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 | $133,633 | $95,895+39.4% | $79,576+67.9% | $134,509-0.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -11.66% | -2.72%-8.9pp | 0.15%-11.8pp | 418.13%-429.8pp |
| Employer contribution / active EE | $14,000 | $3,128+347.5% | $2,413+480.2% | $4,741+195.3% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,711 | $9,129-81.3% | $6,834-75.0% | $11,427-85.0% |