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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 | $126,651 | $138,075-8.3% | $123,552+2.5% | $135,379-6.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.84% | 153.70%-160.5pp | 119.20%-126.0pp | 519.79%-526.6pp |
| Employer contribution / active EE | $5,041 | $5,152-2.2% | $4,628+8.9% | $4,779+5.5% |
| Participant deferral / active EE | $823 | $6,800-87.9% | $6,426-87.2% | $5,609-85.3% |
| Admin fee / account holder | $12,761 | $10,917+16.9% | $9,285+37.4% | $10,828+17.9% |