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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 | $94,681 | $100,772-6.0% | $86,690+9.2% | $134,493-29.6% |
| Participation rate | 93.8% | 78.9%+14.8pp | 76.6%+17.2pp | 81.2%+12.5pp |
| Annual return | -2.65% | 29.06%-31.7pp | 35.93%-38.6pp | 418.01%-420.7pp |
| Employer contribution / active EE | $6,142 | $3,490+76.0% | $2,837+116.5% | $4,740+29.6% |
| Participant deferral / active EE | $0 | $5,338-100.0% | $4,656-100.0% | $6,400-100.0% |
| Admin fee / account holder | $723 | $10,920-93.4% | $7,490-90.3% | $11,425-93.7% |