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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 | $242,287 | $71,872+237.1% | $86,691+179.5% | $68,495+253.7% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -11.72% | 3.53%-15.3pp | 35.94%-47.7pp | -7.84%-3.9pp |
| Employer contribution / active EE | $12,000 | $2,173+452.2% | $2,837+323.0% | $2,596+362.2% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $166,760 | $6,112+2628.4% | $7,492+2125.9% | $5,403+2986.3% |