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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 | $32,000 | $133,998-76.1% | $112,263-71.5% | $134,545-76.2% |
| Participation rate | 92.3% | 78.6%+13.7pp | 75.1%+17.2pp | 81.2%+11.1pp |
| Annual return | -11.23% | 47.17%-58.4pp | 27.49%-38.7pp | 418.37%-429.6pp |
| Employer contribution / active EE | $3,846 | $4,040-4.8% | $3,636+5.8% | $4,742-18.9% |
| Participant deferral / active EE | $1,086 | $5,292-79.5% | $4,729-77.0% | $6,401-83.0% |
| Admin fee / account holder | $11,652 | $7,493+55.5% | $6,410+81.8% | $11,431+1.9% |