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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 | $69,464 | $93,124-25.4% | $77,100-9.9% | $134,545-48.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -15.90% | 62.68%-78.6pp | 42.35%-58.3pp | 418.37%-434.3pp |
| Employer contribution / active EE | $14,286 | $3,421+317.6% | $2,815+407.5% | $4,742+201.3% |
| Participant deferral / active EE | $0 | $5,242-100.0% | $4,430-100.0% | $6,401-100.0% |
| Admin fee / account holder | $17,275 | $6,970+147.9% | $5,443+217.4% | $11,431+51.1% |