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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 | $247,133 | $100,805+145.2% | $86,698+185.0% | $134,532+83.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -13.39% | 29.09%-42.5pp | 35.95%-49.3pp | 418.27%-431.7pp |
| Employer contribution / active EE | $6,014 | $3,490+72.3% | $2,837+112.0% | $4,741+26.9% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $19,645 | $10,925+79.8% | $7,493+162.2% | $11,429+71.9% |