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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 | $105,945 | $54,370+94.9% | $82,763+28.0% | $68,490+54.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -16.84% | -13.67%-3.2pp | 702.45%-719.3pp | -7.85%-9.0pp |
| Employer contribution / active EE | $9,580 | $2,219+331.7% | $3,008+218.5% | $2,597+268.9% |
| Participant deferral / active EE | $0 | $3,247-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,900 | $4,398-11.3% | $5,325-26.8% | $5,403-27.8% |