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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 | $139,521 | $84,551+65.0% | $61,452+127.0% | $134,532+3.7% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -12.21% | 585.39%-597.6pp | 338.96%-351.2pp | 418.27%-430.5pp |
| Employer contribution / active EE | $6,155 | $1,545+298.4% | $1,160+430.8% | $4,741+29.8% |
| Participant deferral / active EE | $0 | $2,818-100.0% | $2,125-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,211 | $2,587-53.2% | $2,131-43.2% | $11,429-89.4% |