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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 | $133,020 | $133,983-0.7% | $112,244+18.5% | $134,493-1.1% |
| Participation rate | 95.2% | 78.6%+16.7pp | 75.1%+20.2pp | 81.2%+14.0pp |
| Annual return | -13.60% | 47.13%-60.7pp | 27.46%-41.1pp | 418.01%-431.6pp |
| Employer contribution / active EE | $6,437 | $4,039+59.4% | $3,635+77.1% | $4,740+35.8% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $11,832 | $7,490+58.0% | $6,411+84.6% | $11,425+3.6% |