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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 | $170,368 | $57,352+197.1% | $83,831+103.2% | $64,173+165.5% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -6.28% | 11.38%-17.7pp | 850.99%-857.3pp | 7.63%-13.9pp |
| Employer contribution / active EE | $11,261 | $2,546+342.4% | $3,631+210.1% | $2,381+373.0% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $10,358 | $4,046+156.0% | $5,479+89.1% | $4,887+111.9% |