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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 | $93,587 | $67,396+38.9% | $60,919+53.6% | $134,545-30.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -5.01% | 50.12%-55.1pp | 16.96%-22.0pp | 418.37%-423.4pp |
| Employer contribution / active EE | $17,666 | $3,101+469.7% | $2,704+553.4% | $4,742+272.6% |
| Participant deferral / active EE | $0 | $4,534-100.0% | $3,814-100.0% | $6,401-100.0% |
| Admin fee / account holder | $10,384 | $4,590+126.2% | $3,228+221.7% | $11,431-9.2% |