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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 | $124,968 | $82,678+51.1% | $125,391-0.3% | $68,490+82.5% |
| Participation rate | 90.7% | 75.1%+15.6pp | 82.4%+8.3pp | 67.9%+22.8pp |
| Annual return | -12.07% | -5.97%-6.1pp | 572.41%-584.5pp | -7.85%-4.2pp |
| Employer contribution / active EE | $4,660 | $3,382+37.8% | $4,816-3.2% | $2,597+79.4% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,555 | $6,277-59.3% | $10,009-74.5% | $5,403-52.7% |