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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 | $227,423 | $142,409+59.7% | $119,634+90.1% | $134,545+69.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.90% | -12.46%-5.4pp | -14.98%-2.9pp | 418.37%-436.3pp |
| Employer contribution / active EE | $13,586 | $5,224+160.0% | $4,232+221.0% | $4,742+186.5% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,074 | $13,594-84.7% | $10,329-79.9% | $11,431-81.9% |