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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 | $67,631 | $133,983-49.5% | $112,244-39.7% | $134,493-49.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.66% | 47.13%-64.8pp | 27.46%-45.1pp | 418.01%-435.7pp |
| Employer contribution / active EE | $7,143 | $4,039+76.9% | $3,635+96.5% | $4,740+50.7% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $9,262 | $7,490+23.7% | $6,411+44.5% | $11,425-18.9% |