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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 | $57,703 | $67,396-14.4% | $60,919-5.3% | $134,545-57.1% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.1%+12.6pp | 81.2%+4.5pp |
| Annual return | -12.78% | 50.12%-62.9pp | 16.96%-29.7pp | 418.37%-431.1pp |
| Employer contribution / active EE | $711 | $3,101-77.1% | $2,704-73.7% | $4,742-85.0% |
| Participant deferral / active EE | $497 | $4,534-89.0% | $3,814-87.0% | $6,401-92.2% |
| Admin fee / account holder | $5,188 | $4,590+13.0% | $3,228+60.7% | $11,431-54.6% |