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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 | $94,960 | $117,694-19.3% | $71,755+32.3% | $134,532-29.4% |
| Participation rate | 100.0% | 68.8%+31.2pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -15.94% | 25.33%-41.3pp | 9.09%-25.0pp | 418.27%-434.2pp |
| Employer contribution / active EE | $12,799 | $2,523+407.3% | $1,704+651.3% | $4,741+170.0% |
| Participant deferral / active EE | $0 | $3,753-100.0% | $2,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,860 | $6,374-70.8% | $3,972-53.2% | $11,429-83.7% |