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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 | $60,958 | $54,355+12.1% | $82,744-26.3% | $68,486-11.0% |
| Participation rate | 89.5% | 63.9%+25.5pp | 72.6%+16.9pp | 67.9%+21.6pp |
| Annual return | -15.88% | -13.67%-2.2pp | 702.22%-718.1pp | -7.85%-8.0pp |
| Employer contribution / active EE | $4,491 | $2,219+102.4% | $3,008+49.3% | $2,597+73.0% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,237 | $4,397-49.1% | $5,325-58.0% | $5,404-58.6% |