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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 | $88,596-4.2% | $70,098+21.1% | $134,509-36.9% |
| Participation rate | 94.1% | 74.9%+19.2pp | 70.5%+23.6pp | 81.2%+12.9pp |
| Annual return | -12.90% | 442.67%-455.6pp | 190.76%-203.7pp | 418.13%-431.0pp |
| Employer contribution / active EE | $2,156 | $3,235-33.4% | $2,560-15.8% | $4,741-54.5% |
| Participant deferral / active EE | $262 | $4,772-94.5% | $3,849-93.2% | $6,400-95.9% |
| Admin fee / account holder | $1,790 | $10,441-82.9% | $6,266-71.4% | $11,427-84.3% |