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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 | $119,475 | $152,591-21.7% | $117,529+1.7% | $134,545-11.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -12.44% | 53.04%-65.5pp | 29.77%-42.2pp | 418.37%-430.8pp |
| Employer contribution / active EE | $36,143 | $5,576+548.2% | $4,179+764.8% | $4,742+662.3% |
| Participant deferral / active EE | $0 | $4,821-100.0% | $4,072-100.0% | $6,401-100.0% |
| Admin fee / account holder | $755 | $7,004-89.2% | $5,645-86.6% | $11,431-93.4% |