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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 | $134,753 | $99,644+35.2% | $86,438+55.9% | $134,532+0.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.14% | 6787.26%-6804.4pp | 4397.19%-4414.3pp | 418.27%-435.4pp |
| Employer contribution / active EE | $20,250 | $4,402+360.0% | $3,769+437.2% | $4,741+327.1% |
| Participant deferral / active EE | $0 | $7,247-100.0% | $6,952-100.0% | $6,401-100.0% |
| Admin fee / account holder | $594 | $8,375-92.9% | $6,733-91.2% | $11,429-94.8% |