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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 | $225,035 | $91,536+145.8% | $130,062+73.0% | $75,177+199.3% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 13.31% | -631.62%+644.9pp | -137.37%+150.7pp | 160.75%-147.4pp |
| Employer contribution / active EE | $15,400 | $2,845+441.3% | $4,322+256.3% | $2,671+476.5% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $10,019 | $6,780+47.8% | $10,601-5.5% | $5,651+77.3% |