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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 | $151,379 | $75,832+99.6% | $147,617+2.5% | $59,633+153.8% |
| Participation rate | 96.4% | 71.6%+24.9pp | 84.6%+11.8pp | 68.7%+27.8pp |
| Annual return | -1.17% | 0.37%-1.5pp | 61.98%-63.2pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $4,034 | $3,485+15.8% | $5,564-27.5% | $2,203+83.1% |
| Participant deferral / active EE | $0 | $3,131-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $10,254 | $5,986+71.3% | $11,612-11.7% | $4,297+138.6% |