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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 | $247,484 | $105,866+133.8% | $90,766+172.7% | $134,545+83.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -11.12% | -10.99%-0.1pp | -12.16%+1.0pp | 418.37%-429.5pp |
| Employer contribution / active EE | $10,214 | $3,464+194.9% | $2,922+249.6% | $4,742+115.4% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,401-100.0% |
| Admin fee / account holder | $10,884 | $13,938-21.9% | $8,446+28.9% | $11,431-4.8% |