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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 | $194,883 | $75,962+156.6% | $154,111+26.5% | $64,173+203.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -2.76% | 30.32%-33.1pp | 735.18%-737.9pp | 7.63%-10.4pp |
| Employer contribution / active EE | $6,736 | $3,350+101.1% | $5,298+27.2% | $2,381+182.9% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,792 | $5,589-32.2% | $13,411-71.7% | $4,887-22.4% |