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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 | $49,870 | $133,998-62.8% | $112,263-55.6% | $134,545-62.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -7.70% | 47.17%-54.9pp | 27.49%-35.2pp | 418.37%-426.1pp |
| Employer contribution / active EE | $10,625 | $4,040+163.0% | $3,636+192.2% | $4,742+124.1% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,593 | $7,493-52.0% | $6,410-44.0% | $11,431-68.6% |