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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 | $17,020 | $133,981-87.3% | $112,249-84.8% | $134,532-87.3% |
| Participation rate | 77.8% | 78.6%-0.8pp | 75.1%+2.7pp | 81.2%-3.5pp |
| Annual return | -15.20% | 47.16%-62.4pp | 27.48%-42.7pp | 418.27%-433.5pp |
| Employer contribution / active EE | $10,705 | $4,040+165.0% | $3,636+194.4% | $4,741+125.8% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $6,195 | $7,492-17.3% | $6,412-3.4% | $11,429-45.8% |