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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 | $197,201 | $95,917+105.6% | $79,583+147.8% | $134,545+46.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -16.43% | -2.70%-13.7pp | 0.16%-16.6pp | 418.37%-434.8pp |
| Employer contribution / active EE | $15,444 | $3,129+393.6% | $2,414+539.9% | $4,742+225.7% |
| Participant deferral / active EE | $0 | $4,694-100.0% | $3,986-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,227 | $9,132-86.6% | $6,835-82.0% | $11,431-89.3% |