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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 | $60,602 | $91,536-33.8% | $130,062-53.4% | $75,177-19.4% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 13.41% | -631.62%+645.0pp | -137.37%+150.8pp | 160.75%-147.3pp |
| Employer contribution / active EE | $4,306 | $2,845+51.3% | $4,322-0.4% | $2,671+61.2% |
| Participant deferral / active EE | $162 | $4,343-96.3% | $5,821-97.2% | $4,126-96.1% |
| Admin fee / account holder | $9,749 | $6,780+43.8% | $10,601-8.0% | $5,651+72.5% |