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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 | $64,512 | $95,895-32.7% | $79,576-18.9% | $134,509-52.0% |
| Participation rate | 82.4% | 75.0%+7.3pp | 69.5%+12.9pp | 81.2%+1.1pp |
| Annual return | -10.66% | -2.72%-7.9pp | 0.15%-10.8pp | 418.13%-428.8pp |
| Employer contribution / active EE | $4,411 | $3,128+41.0% | $2,413+82.8% | $4,741-7.0% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,400-100.0% |
| Admin fee / account holder | $3,954 | $9,129-56.7% | $6,834-42.1% | $11,427-65.4% |