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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 | $40,458 | $67,396-40.0% | $60,919-33.6% | $134,545-69.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -16.65% | 50.12%-66.8pp | 16.96%-33.6pp | 418.37%-435.0pp |
| Employer contribution / active EE | $9,833 | $3,101+217.1% | $2,704+263.7% | $4,742+107.4% |
| Participant deferral / active EE | $281 | $4,534-93.8% | $3,814-92.6% | $6,401-95.6% |
| Admin fee / account holder | $7,239 | $4,590+57.7% | $3,228+124.3% | $11,431-36.7% |