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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 | $66,842 | $67,396-0.8% | $60,919+9.7% | $134,545-50.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -8.69% | 50.12%-58.8pp | 16.96%-25.7pp | 418.37%-427.1pp |
| Employer contribution / active EE | $3,473 | $3,101+12.0% | $2,704+28.4% | $4,742-26.8% |
| Participant deferral / active EE | $708 | $4,534-84.4% | $3,814-81.5% | $6,401-88.9% |
| Admin fee / account holder | $3,517 | $4,590-23.4% | $3,228+9.0% | $11,431-69.2% |