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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 | $245,135 | $49,177+398.5% | $79,467+208.5% | $64,173+282.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -5.06% | -1.16%-3.9pp | 718.30%-723.4pp | 7.63%-12.7pp |
| Employer contribution / active EE | $13,636 | $2,076+556.7% | $2,800+386.9% | $2,381+472.7% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $11,102 | $3,839+189.2% | $5,104+117.5% | $4,887+127.2% |