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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 | $150,866 | $100,811+49.7% | $86,698+74.0% | $134,545+12.1% |
| Participation rate | 83.3% | 79.0%+4.4pp | 76.6%+6.7pp | 81.2%+2.1pp |
| Annual return | -5.61% | 29.11%-34.7pp | 35.96%-41.6pp | 418.37%-424.0pp |
| Employer contribution / active EE | $6,583 | $3,490+88.6% | $2,837+132.1% | $4,742+38.8% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $10,992 | $10,926+0.6% | $7,492+46.7% | $11,431-3.8% |