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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 | $75,964 | $133,981-43.3% | $112,249-32.3% | $134,532-43.5% |
| Participation rate | 94.4% | 78.6%+15.9pp | 75.1%+19.4pp | 81.2%+13.2pp |
| Annual return | -15.11% | 47.16%-62.3pp | 27.48%-42.6pp | 418.27%-433.4pp |
| Employer contribution / active EE | $11,999 | $4,040+197.0% | $3,636+230.0% | $4,741+153.1% |
| Participant deferral / active EE | $853 | $5,292-83.9% | $4,729-82.0% | $6,401-86.7% |
| Admin fee / account holder | $1,323 | $7,492-82.3% | $6,412-79.4% | $11,429-88.4% |