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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 | $240,177 | $167,353+43.5% | $143,797+67.0% | $134,545+78.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.95% | 0.48%-11.4pp | -0.04%-10.9pp | 418.37%-429.3pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $147 | $6,447-97.7% | $5,638-97.4% | $6,401-97.7% |
| Admin fee / account holder | $15,000 | $18,096-17.1% | $14,679+2.2% | $11,431+31.2% |