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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 | $133,998-0.7% | $112,263+18.5% | $134,545-1.1% |
| Participation rate | 95.2% | 78.6%+16.7pp | 75.1%+20.2pp | 81.2%+14.0pp |
| Annual return | -13.60% | 47.17%-60.8pp | 27.49%-41.1pp | 418.37%-432.0pp |
| Employer contribution / active EE | $6,437 | $4,040+59.3% | $3,636+77.0% | $4,742+35.8% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $11,832 | $7,493+57.9% | $6,410+84.6% | $11,431+3.5% |