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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 | $52,086 | $82,288-36.7% | $68,794-24.3% | $134,509-61.3% |
| Participation rate | 95.5% | 75.1%+20.4pp | 69.0%+26.4pp | 81.2%+14.2pp |
| Annual return | -14.76% | -2.19%-12.6pp | -6.37%-8.4pp | 418.13%-432.9pp |
| Employer contribution / active EE | $4,545 | $3,301+37.7% | $2,656+71.2% | $4,741-4.1% |
| Participant deferral / active EE | $0 | $4,738-100.0% | $3,941-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,699 | $6,482-73.8% | $4,934-65.6% | $11,427-85.1% |