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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 | $38,072 | $133,998-71.6% | $112,263-66.1% | $134,545-71.7% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.1%+12.4pp | 81.2%+6.3pp |
| Annual return | -14.44% | 47.17%-61.6pp | 27.49%-41.9pp | 418.37%-432.8pp |
| Employer contribution / active EE | $5,147 | $4,040+27.4% | $3,636+41.5% | $4,742+8.5% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $8,641 | $7,493+15.3% | $6,410+34.8% | $11,431-24.4% |