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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 | $66,223 | $67,396-1.7% | $60,919+8.7% | $134,545-50.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -14.20% | 50.12%-64.3pp | 16.96%-31.2pp | 418.37%-432.6pp |
| Employer contribution / active EE | $5,142 | $3,101+65.8% | $2,704+90.2% | $4,742+8.4% |
| Participant deferral / active EE | $0 | $4,534-100.0% | $3,814-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,298 | $4,590-28.2% | $3,228+2.2% | $11,431-71.2% |