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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 | $24,170 | $138,075-82.5% | $123,552-80.4% | $135,379-82.1% |
| Participation rate | 89.5% | 84.7%+4.7pp | 82.3%+7.2pp | 82.6%+6.8pp |
| Annual return | -5.67% | 153.70%-159.4pp | 119.20%-124.9pp | 519.79%-525.5pp |
| Employer contribution / active EE | $6,316 | $5,152+22.6% | $4,628+36.5% | $4,779+32.2% |
| Participant deferral / active EE | $1,997 | $6,800-70.6% | $6,426-68.9% | $5,609-64.4% |
| Admin fee / account holder | $1,876 | $10,917-82.8% | $9,285-79.8% | $10,828-82.7% |