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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 | $33,934 | $95,975-64.6% | $74,549-54.5% | $135,379-74.9% |
| Participation rate | 95.7% | 75.7%+20.0pp | 69.1%+26.5pp | 82.6%+13.0pp |
| Annual return | -2.51% | 56.96%-59.5pp | 32.53%-35.0pp | 519.79%-522.3pp |
| Employer contribution / active EE | $4,396 | $2,716+61.8% | $1,961+124.2% | $4,779-8.0% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $7,963 | $6,522+22.1% | $5,059+57.4% | $10,828-26.5% |