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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 | $95,867+105.7% | $79,551+147.9% | $134,493+46.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -16.43% | -2.73%-13.7pp | 0.14%-16.6pp | 418.01%-434.4pp |
| Employer contribution / active EE | $15,444 | $3,128+393.8% | $2,413+540.1% | $4,740+225.8% |
| Participant deferral / active EE | $0 | $4,692-100.0% | $3,985-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,227 | $9,127-86.6% | $6,833-82.0% | $11,425-89.3% |