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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 | $143,829 | $133,998+7.3% | $112,263+28.1% | $134,545+6.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -1.54% | 47.17%-48.7pp | 27.49%-29.0pp | 418.37%-419.9pp |
| Employer contribution / active EE | $17,646 | $4,040+336.8% | $3,636+385.3% | $4,742+272.2% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,049 | $7,493-72.6% | $6,410-68.0% | $11,431-82.1% |