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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 | $128,733 | $129,959-0.9% | $104,301+23.4% | $134,532-4.3% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -17.22% | 42.04%-59.3pp | 24.61%-41.8pp | 418.27%-435.5pp |
| Employer contribution / active EE | $27,493 | $4,185+556.9% | $3,373+715.1% | $4,741+479.9% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,051 | $9,325-78.0% | $7,340-72.1% | $11,429-82.1% |