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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 | $87,614 | $82,314+6.4% | $68,808+27.3% | $134,532-34.9% |
| Participation rate | 75.0% | 75.1%-0.1pp | 69.0%+6.0pp | 81.2%-6.2pp |
| Annual return | -13.88% | -2.18%-11.7pp | -6.37%-7.5pp | 418.27%-432.1pp |
| Employer contribution / active EE | $6,250 | $3,301+89.3% | $2,656+135.3% | $4,741+31.8% |
| Participant deferral / active EE | $0 | $4,740-100.0% | $3,942-100.0% | $6,401-100.0% |
| Admin fee / account holder | $9,201 | $6,484+41.9% | $4,936+86.4% | $11,429-19.5% |