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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 | $143,551 | $129,960+10.5% | $104,299+37.6% | $134,545+6.7% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -13.02% | 42.06%-55.1pp | 24.62%-37.6pp | 418.37%-431.4pp |
| Employer contribution / active EE | $3,571 | $4,186-14.7% | $3,373+5.9% | $4,742-24.7% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,401-100.0% |
| Admin fee / account holder | $73,213 | $9,324+685.2% | $7,339+897.5% | $11,431+540.5% |