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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 | $95,272 | $95,915-0.7% | $79,580+19.7% | $134,532-29.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -14.21% | -2.71%-11.5pp | 0.15%-14.4pp | 418.27%-432.5pp |
| Employer contribution / active EE | $15,540 | $3,129+396.7% | $2,413+543.9% | $4,741+227.8% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,559 | $9,132-61.0% | $6,835-47.9% | $11,429-68.9% |