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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 | $23,650 | $152,597-84.5% | $117,533-79.9% | $134,532-82.4% |
| Participation rate | 90.0% | 77.1%+12.9pp | 70.6%+19.4pp | 81.2%+8.8pp |
| Annual return | -12.19% | 53.04%-65.2pp | 29.77%-42.0pp | 418.27%-430.5pp |
| Employer contribution / active EE | $3,959 | $5,576-29.0% | $4,179-5.3% | $4,741-16.5% |
| Participant deferral / active EE | $0 | $4,821-100.0% | $4,072-100.0% | $6,401-100.0% |
| Admin fee / account holder | $8,609 | $7,007+22.9% | $5,647+52.5% | $11,429-24.7% |