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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 | $174,615 | $53,546+226.1% | $69,890+149.8% | $68,490+154.9% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -11.11% | -13.87%+2.8pp | 190.84%-202.0pp | -7.85%-3.3pp |
| Employer contribution / active EE | $8,000 | $2,019+296.2% | $2,560+212.5% | $2,597+208.1% |
| Participant deferral / active EE | $0 | $2,957-100.0% | $3,848-100.0% | $4,028-100.0% |
| Admin fee / account holder | $15,165 | $4,693+223.2% | $6,267+142.0% | $5,403+180.7% |