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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 | $206,734 | $95,975+115.4% | $74,549+177.3% | $135,379+52.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.78% | 56.96%-62.7pp | 32.53%-38.3pp | 519.79%-525.6pp |
| Employer contribution / active EE | $25,000 | $2,716+820.4% | $1,961+1174.9% | $4,779+423.1% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $6,417 | $6,522-1.6% | $5,059+26.8% | $10,828-40.7% |