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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 | $116,012 | $152,542-23.9% | $117,498-1.3% | $134,509-13.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -14.65% | 53.02%-67.7pp | 29.75%-44.4pp | 418.13%-432.8pp |
| Employer contribution / active EE | $2,083 | $5,574-62.6% | $4,178-50.1% | $4,741-56.1% |
| Participant deferral / active EE | $0 | $4,819-100.0% | $4,071-100.0% | $6,400-100.0% |
| Admin fee / account holder | $593 | $7,006-91.5% | $5,646-89.5% | $11,427-94.8% |