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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 | $247,618 | $129,960+90.5% | $104,299+137.4% | $134,545+84.0% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -6.19% | 42.06%-48.2pp | 24.62%-30.8pp | 418.37%-424.6pp |
| Employer contribution / active EE | $5,882 | $4,186+40.5% | $3,373+74.4% | $4,742+24.1% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,401-100.0% |
| Admin fee / account holder | $7,125 | $9,324-23.6% | $7,339-2.9% | $11,431-37.7% |