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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 | $173,287 | $78,694+120.2% | $67,652+156.1% | $125,389+38.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -1.79% | 9.46%-11.2pp | 6625.40%-6627.2pp | 282.24%-284.0pp |
| Employer contribution / active EE | $12,207 | $3,044+301.1% | $2,266+438.8% | $4,866+150.9% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,352-100.0% |
| Admin fee / account holder | $5,929 | $7,403-19.9% | $4,821+23.0% | $9,541-37.9% |