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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 | $156,111 | $48,274+223.4% | $63,244+146.8% | $59,633+161.8% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.0%+29.0pp | 68.7%+31.3pp |
| Annual return | -2.08% | -240.79%+238.7pp | -70.31%+68.2pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $8,915 | $1,586+462.0% | $2,322+284.0% | $2,203+304.8% |
| Participant deferral / active EE | $0 | $2,343-100.0% | $2,953-100.0% | $3,192-100.0% |
| Admin fee / account holder | $3,449 | $3,600-4.2% | $5,893-41.5% | $4,297-19.7% |