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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 | $179,494 | $95,979+87.0% | $74,551+140.8% | $135,380+32.6% |
| Participation rate | 85.7% | 75.7%+10.1pp | 69.1%+16.6pp | 82.6%+3.1pp |
| Annual return | 5.89% | 56.97%-51.1pp | 32.53%-26.6pp | 519.81%-513.9pp |
| Employer contribution / active EE | $2,857 | $2,716+5.2% | $1,961+45.7% | $4,779-40.2% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $462 | $6,522-92.9% | $5,059-90.9% | $10,828-95.7% |