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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 | $174,481 | $133,981+30.2% | $112,249+55.4% | $134,532+29.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -9.75% | 47.16%-56.9pp | 27.48%-37.2pp | 418.27%-428.0pp |
| Employer contribution / active EE | $12,595 | $4,040+211.8% | $3,636+246.4% | $4,741+165.7% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $22,486 | $7,492+200.1% | $6,412+250.7% | $11,429+96.8% |