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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 | $245,406 | $106,557+130.3% | $91,227+169.0% | $134,545+82.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -8.89% | 160.81%-169.7pp | 114.14%-123.0pp | 418.37%-427.3pp |
| Employer contribution / active EE | $20,000 | $3,332+500.3% | $2,851+601.5% | $4,742+321.8% |
| Participant deferral / active EE | $0 | $4,719-100.0% | $4,234-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,774 | $6,235-71.5% | $5,423-67.3% | $11,431-84.5% |