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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 | $185,916 | $100,805+84.4% | $86,698+114.4% | $134,532+38.2% |
| Participation rate | 88.9% | 79.0%+9.9pp | 76.6%+12.3pp | 81.2%+7.7pp |
| Annual return | -12.07% | 29.09%-41.2pp | 35.95%-48.0pp | 418.27%-430.3pp |
| Employer contribution / active EE | $6,757 | $3,490+93.6% | $2,837+138.2% | $4,741+42.5% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $808 | $10,925-92.6% | $7,493-89.2% | $11,429-92.9% |