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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 | $199,840 | $99,644+100.6% | $86,438+131.2% | $134,532+48.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.43% | 6787.26%-6805.7pp | 4397.19%-4415.6pp | 418.27%-436.7pp |
| Employer contribution / active EE | $18,750 | $4,402+325.9% | $3,769+397.4% | $4,741+295.5% |
| Participant deferral / active EE | $0 | $7,247-100.0% | $6,952-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,593 | $8,375-69.0% | $6,733-61.5% | $11,429-77.3% |