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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 | $78,687 | $142,392-44.7% | $119,622-34.2% | $134,532-41.5% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.3%+6.5pp | 81.2%+4.5pp |
| Annual return | -13.40% | -12.46%-0.9pp | -14.98%+1.6pp | 418.27%-431.7pp |
| Employer contribution / active EE | $9,524 | $5,224+82.3% | $4,232+125.0% | $4,741+100.9% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $4,560 | $13,593-66.4% | $10,328-55.8% | $11,429-60.1% |