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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 | $116,805 | $129,960-10.1% | $104,299+12.0% | $134,545-13.2% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -10.09% | 42.06%-52.1pp | 24.62%-34.7pp | 418.37%-428.5pp |
| Employer contribution / active EE | $4,256 | $4,186+1.7% | $3,373+26.2% | $4,742-10.2% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,903 | $9,324-79.6% | $7,339-74.1% | $11,431-83.4% |