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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 | $42,110 | $54,370-22.6% | $82,763-49.1% | $68,490-38.5% |
| Participation rate | 97.6% | 63.9%+33.6pp | 72.6%+25.0pp | 67.9%+29.7pp |
| Annual return | -16.53% | -13.67%-2.9pp | 702.45%-719.0pp | -7.85%-8.7pp |
| Employer contribution / active EE | $4,447 | $2,219+100.4% | $3,008+47.8% | $2,597+71.2% |
| Participant deferral / active EE | $241 | $3,247-92.6% | $4,395-94.5% | $4,028-94.0% |
| Admin fee / account holder | $2,837 | $4,398-35.5% | $5,325-46.7% | $5,403-47.5% |