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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 | $152,771 | $142,409+7.3% | $119,634+27.7% | $134,545+13.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -10.51% | -12.46%+1.9pp | -14.98%+4.5pp | 418.37%-428.9pp |
| Employer contribution / active EE | $11,111 | $5,224+112.7% | $4,232+162.5% | $4,742+134.3% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $23,802 | $13,594+75.1% | $10,329+130.4% | $11,431+108.2% |