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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 | $106,548+130.3% | $91,219+169.0% | $134,493+82.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -8.89% | 160.69%-169.6pp | 114.06%-122.9pp | 418.01%-426.9pp |
| Employer contribution / active EE | $20,000 | $3,331+500.4% | $2,851+601.6% | $4,740+321.9% |
| Participant deferral / active EE | $0 | $4,719-100.0% | $4,234-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,774 | $6,233-71.5% | $5,421-67.3% | $11,425-84.5% |