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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 | $88,258 | $152,542-42.1% | $117,498-24.9% | $134,509-34.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -12.21% | 53.02%-65.2pp | 29.75%-42.0pp | 418.13%-430.3pp |
| Employer contribution / active EE | $37,500 | $5,574+572.8% | $4,178+797.6% | $4,741+691.1% |
| Participant deferral / active EE | $0 | $4,819-100.0% | $4,071-100.0% | $6,400-100.0% |
| Admin fee / account holder | $3,236 | $7,006-53.8% | $5,646-42.7% | $11,427-71.7% |