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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 | $73,873 | $67,396+9.6% | $60,919+21.3% | $134,545-45.1% |
| Participation rate | 94.4% | 76.2%+18.3pp | 73.1%+21.3pp | 81.2%+13.2pp |
| Annual return | -13.46% | 50.12%-63.6pp | 16.96%-30.4pp | 418.37%-431.8pp |
| Employer contribution / active EE | $9,954 | $3,101+221.0% | $2,704+268.2% | $4,742+109.9% |
| Participant deferral / active EE | $0 | $4,534-100.0% | $3,814-100.0% | $6,401-100.0% |
| Admin fee / account holder | $10,927 | $4,590+138.1% | $3,228+238.5% | $11,431-4.4% |