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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 | $234,858 | $105,867+121.8% | $90,760+158.8% | $134,532+74.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -9.59% | -10.99%+1.4pp | -12.16%+2.6pp | 418.27%-427.9pp |
| Employer contribution / active EE | $6,250 | $3,464+80.5% | $2,922+113.9% | $4,741+31.8% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,401-100.0% |
| Admin fee / account holder | $19,003 | $13,936+36.4% | $8,444+125.0% | $11,429+66.3% |