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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 | $32,207 | $95,975-66.4% | $74,552-56.8% | $135,382-76.2% |
| Participation rate | 80.0% | 75.7%+4.3pp | 69.1%+10.9pp | 82.6%-2.6pp |
| Annual return | -3.14% | 56.96%-60.1pp | 32.53%-35.7pp | 519.77%-522.9pp |
| Employer contribution / active EE | $1,318 | $2,716-51.5% | $1,961-32.8% | $4,779-72.4% |
| Participant deferral / active EE | $626 | $3,844-83.7% | $3,108-79.9% | $5,609-88.8% |
| Admin fee / account holder | $1,793 | $6,522-72.5% | $5,060-64.6% | $10,829-83.4% |