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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 | $84,858 | $88,585-4.2% | $69,884+21.4% | $134,532-36.9% |
| Participation rate | 94.1% | 74.9%+19.2pp | 70.5%+23.6pp | 81.2%+12.9pp |
| Annual return | -12.90% | 442.80%-455.7pp | 190.81%-203.7pp | 418.27%-431.2pp |
| Employer contribution / active EE | $2,156 | $3,235-33.3% | $2,560-15.8% | $4,741-54.5% |
| Participant deferral / active EE | $262 | $4,770-94.5% | $3,848-93.2% | $6,401-95.9% |
| Admin fee / account holder | $1,790 | $10,441-82.9% | $6,266-71.4% | $11,429-84.3% |