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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 | $143,636 | $129,960+10.5% | $104,299+37.7% | $134,545+6.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -11.28% | 42.06%-53.3pp | 24.62%-35.9pp | 418.37%-429.6pp |
| Employer contribution / active EE | $3,779 | $4,186-9.7% | $3,373+12.0% | $4,742-20.3% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,401-100.0% |
| Admin fee / account holder | $5,467 | $9,324-41.4% | $7,339-25.5% | $11,431-52.2% |