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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 | $86,443 | $133,998-35.5% | $112,263-23.0% | $134,545-35.8% |
| Participation rate | 90.0% | 78.6%+11.4pp | 75.1%+14.9pp | 81.2%+8.8pp |
| Annual return | -8.78% | 47.17%-56.0pp | 27.49%-36.3pp | 418.37%-427.1pp |
| Employer contribution / active EE | $18,838 | $4,040+366.3% | $3,636+418.1% | $4,742+297.3% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,163 | $7,493-57.8% | $6,410-50.7% | $11,431-72.3% |