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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 | $78,047 | $75,962+2.7% | $154,108-49.4% | $64,173+21.6% |
| Participation rate | 94.6% | 70.4%+24.2pp | 83.0%+11.6pp | 69.6%+25.0pp |
| Annual return | -4.92% | 30.32%-35.2pp | 735.21%-740.1pp | 7.63%-12.6pp |
| Employer contribution / active EE | $8,605 | $3,350+156.9% | $5,298+62.4% | $2,381+261.4% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $12,902 | $5,589+130.9% | $13,411-3.8% | $4,887+164.0% |