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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 | $25,344 | $133,981-81.1% | $112,249-77.4% | $134,532-81.2% |
| Participation rate | 78.6% | 78.6%0pp | 75.1%+3.5pp | 81.2%-2.7pp |
| Annual return | -16.73% | 47.16%-63.9pp | 27.48%-44.2pp | 418.27%-435.0pp |
| Employer contribution / active EE | $6,367 | $4,040+57.6% | $3,636+75.1% | $4,741+34.3% |
| Participant deferral / active EE | $210 | $5,292-96.0% | $4,729-95.6% | $6,401-96.7% |
| Admin fee / account holder | $21,277 | $7,492+184.0% | $6,412+231.8% | $11,429+86.2% |