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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 | $111,626 | $106,557+4.8% | $91,227+22.4% | $134,545-17.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -16.98% | 160.81%-177.8pp | 114.14%-131.1pp | 418.37%-435.4pp |
| Employer contribution / active EE | $14,741 | $3,332+342.4% | $2,851+417.0% | $4,742+210.9% |
| Participant deferral / active EE | $0 | $4,719-100.0% | $4,234-100.0% | $6,401-100.0% |
| Admin fee / account holder | $882 | $6,235-85.9% | $5,423-83.7% | $11,431-92.3% |