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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 | $205,879 | $105,866+94.5% | $90,766+126.8% | $134,545+53.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -13.30% | -10.99%-2.3pp | -12.16%-1.1pp | 418.37%-431.7pp |
| Employer contribution / active EE | $19,048 | $3,464+449.9% | $2,922+551.9% | $4,742+301.7% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,401-100.0% |
| Admin fee / account holder | $17,648 | $13,938+26.6% | $8,446+109.0% | $11,431+54.4% |