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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 | $34,882 | $134,001-74.0% | $112,258-68.9% | $134,509-74.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.62% | 47.15%-60.8pp | 27.47%-41.1pp | 418.13%-431.8pp |
| Employer contribution / active EE | $7,677 | $4,039+90.1% | $3,636+111.2% | $4,741+61.9% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $3,775 | $7,491-49.6% | $6,411-41.1% | $11,427-67.0% |