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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 | $152,051 | $134,001+13.5% | $112,258+35.4% | $134,509+13.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.52% | 47.15%-60.7pp | 27.47%-41.0pp | 418.13%-431.7pp |
| Employer contribution / active EE | $2,333 | $4,039-42.2% | $3,636-35.8% | $4,741-50.8% |
| Participant deferral / active EE | $462 | $5,291-91.3% | $4,728-90.2% | $6,400-92.8% |
| Admin fee / account holder | $3,904 | $7,491-47.9% | $6,411-39.1% | $11,427-65.8% |