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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 | $247,041 | $95,975+157.4% | $74,552+231.4% | $135,377+82.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 1.44% | 56.96%-55.5pp | 32.53%-31.1pp | 519.75%-518.3pp |
| Employer contribution / active EE | $814 | $2,716-70.0% | $1,961-58.5% | $4,779-83.0% |
| Participant deferral / active EE | $0 | $3,843-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $8,451 | $6,522+29.6% | $5,060+67.0% | $10,828-21.9% |