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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 | $245,817 | $82,324+198.6% | $68,803+257.3% | $134,545+82.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -12.98% | -2.17%-10.8pp | -6.37%-6.6pp | 418.37%-431.3pp |
| Employer contribution / active EE | $20,500 | $3,302+520.9% | $2,656+671.9% | $4,742+332.3% |
| Participant deferral / active EE | $0 | $4,740-100.0% | $3,942-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,046 | $6,485-83.9% | $4,936-78.8% | $11,431-90.8% |