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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 | $24,938 | $67,372-63.0% | $60,906-59.1% | $134,532-81.5% |
| Participation rate | 95.7% | 76.2%+19.5pp | 73.1%+22.6pp | 81.2%+14.4pp |
| Annual return | -14.64% | 50.05%-64.7pp | 16.94%-31.6pp | 418.27%-432.9pp |
| Employer contribution / active EE | $1,340 | $3,099-56.7% | $2,703-50.4% | $4,741-71.7% |
| Participant deferral / active EE | $775 | $4,532-82.9% | $3,814-79.7% | $6,401-87.9% |
| Admin fee / account holder | $1,336 | $4,588-70.9% | $3,227-58.6% | $11,429-88.3% |