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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 | $64,836 | $133,981-51.6% | $112,249-42.2% | $134,532-51.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -11.92% | 47.16%-59.1pp | 27.48%-39.4pp | 418.27%-430.2pp |
| Employer contribution / active EE | $7,222 | $4,040+78.8% | $3,636+98.6% | $4,741+52.3% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $561 | $7,492-92.5% | $6,412-91.3% | $11,429-95.1% |