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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 | $76,035 | $95,979-20.8% | $74,551+2.0% | $135,380-43.8% |
| Participation rate | 91.7% | 75.7%+16.0pp | 69.1%+22.5pp | 82.6%+9.0pp |
| Annual return | -6.47% | 56.97%-63.4pp | 32.53%-39.0pp | 519.81%-526.3pp |
| Employer contribution / active EE | $7,678 | $2,716+182.7% | $1,961+291.5% | $4,779+60.7% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $5,505 | $6,522-15.6% | $5,059+8.8% | $10,828-49.2% |