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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 | $236,833 | $84,464+180.4% | $61,399+285.7% | $134,509+76.1% |
| Participation rate | 94.1% | 62.2%+31.9pp | 52.6%+41.5pp | 81.2%+12.9pp |
| Annual return | -13.72% | 585.06%-598.8pp | 338.81%-352.5pp | 418.13%-431.9pp |
| Employer contribution / active EE | $1,176 | $1,545-23.8% | $1,159+1.5% | $4,741-75.2% |
| Participant deferral / active EE | $0 | $2,818-100.0% | $2,124-100.0% | $6,400-100.0% |
| Admin fee / account holder | $11,311 | $2,587+337.2% | $2,131+430.8% | $11,427-1.0% |