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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 | $25,774 | $134,001-80.8% | $112,258-77.0% | $134,509-80.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.90% | 47.15%-65.1pp | 27.47%-45.4pp | 418.13%-436.0pp |
| Employer contribution / active EE | $34,060 | $4,039+743.2% | $3,636+836.8% | $4,741+618.5% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $22,657 | $7,491+202.5% | $6,411+253.4% | $11,427+98.3% |