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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 | $141,507 | $134,001+5.6% | $112,258+26.1% | $134,509+5.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.83% | 47.15%-62.0pp | 27.47%-42.3pp | 418.13%-433.0pp |
| Employer contribution / active EE | $11,111 | $4,039+175.1% | $3,636+205.6% | $4,741+134.4% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $4,899 | $7,491-34.6% | $6,411-23.6% | $11,427-57.1% |