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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 | $71,213 | $134,001-46.9% | $112,258-36.6% | $134,509-47.1% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -11.71% | 47.15%-58.9pp | 27.47%-39.2pp | 418.13%-429.8pp |
| Employer contribution / active EE | $13,128 | $4,039+225.0% | $3,636+261.1% | $4,741+176.9% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $20,308 | $7,491+171.1% | $6,411+216.8% | $11,427+77.7% |