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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 | $63,902 | $67,372-5.2% | $60,906+4.9% | $134,532-52.5% |
| Participation rate | 71.4% | 76.2%-4.7pp | 73.1%-1.7pp | 81.2%-9.8pp |
| Annual return | -4.47% | 50.05%-54.5pp | 16.94%-21.4pp | 418.27%-422.7pp |
| Employer contribution / active EE | $3,181 | $3,099+2.7% | $2,703+17.7% | $4,741-32.9% |
| Participant deferral / active EE | $901 | $4,532-80.1% | $3,814-76.4% | $6,401-85.9% |
| Admin fee / account holder | $2,193 | $4,588-52.2% | $3,227-32.0% | $11,429-80.8% |