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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 | $120,813 | $133,998-9.8% | $112,263+7.6% | $134,545-10.2% |
| Participation rate | 70.0% | 78.6%-8.6pp | 75.1%-5.1pp | 81.2%-11.2pp |
| Annual return | -14.57% | 47.17%-61.7pp | 27.49%-42.1pp | 418.37%-432.9pp |
| Employer contribution / active EE | $7,124 | $4,040+76.3% | $3,636+95.9% | $4,742+50.2% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $35,452 | $7,493+373.1% | $6,410+453.0% | $11,431+210.1% |