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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 | $101,172 | $61,787+63.7% | $97,197+4.1% | $80,925+25.0% |
| Participation rate | 81.8% | 63.5%+18.3pp | 72.7%+9.1pp | 67.7%+14.2pp |
| Annual return | 14.82% | -558.16%+573.0pp | 75.47%-60.6pp | 35.65%-20.8pp |
| Employer contribution / active EE | $3,739 | $1,836+103.7% | $2,723+37.3% | $2,756+35.7% |
| Participant deferral / active EE | $0 | $3,027-100.0% | $4,263-100.0% | $4,299-100.0% |
| Admin fee / account holder | $19,457 | $5,170+276.4% | $5,637+245.1% | $6,940+180.4% |