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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 | $241,270 | $67,396+258.0% | $60,919+296.0% | $134,545+79.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -6.31% | 50.12%-56.4pp | 16.96%-23.3pp | 418.37%-424.7pp |
| Employer contribution / active EE | $12,132 | $3,101+291.2% | $2,704+348.7% | $4,742+155.9% |
| Participant deferral / active EE | $0 | $4,534-100.0% | $3,814-100.0% | $6,401-100.0% |
| Admin fee / account holder | $8,964 | $4,590+95.3% | $3,228+177.7% | $11,431-21.6% |