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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 | $118,464 | $134,545-12.0% | $46,104+157.0% | $134,545-12.0% |
| Participation rate | 93.3% | 81.2%+12.1pp | 66.0%+27.3pp | 81.2%+12.1pp |
| Annual return | -17.56% | 418.37%-435.9pp | -24.66%+7.1pp | 418.37%-435.9pp |
| Employer contribution / active EE | $17,163 | $4,742+262.0% | $8,850+93.9% | $4,742+262.0% |
| Participant deferral / active EE | $0 | $6,401-100.0% | $1,001-100.0% | $6,401-100.0% |
| Admin fee / account holder | $23,601 | $11,431+106.5% | $11,696+101.8% | $11,431+106.5% |