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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 | $56,801 | $129,959-56.3% | $104,301-45.5% | $134,509-57.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -7.67% | 42.04%-49.7pp | 24.61%-32.3pp | 418.13%-425.8pp |
| Employer contribution / active EE | $18,923 | $4,185+352.1% | $3,373+461.0% | $4,741+299.2% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,400-100.0% |
| Admin fee / account holder | $4,777 | $9,325-48.8% | $7,340-34.9% | $11,427-58.2% |