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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 | $148,833 | $91,536+62.6% | $130,062+14.4% | $75,177+98.0% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 29.49% | -631.62%+661.1pp | -137.37%+166.9pp | 160.75%-131.3pp |
| Employer contribution / active EE | $3,182 | $2,845+11.9% | $4,322-26.4% | $2,671+19.1% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $13,356 | $6,780+97.0% | $10,601+26.0% | $5,651+136.3% |