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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 | $51,535 | $91,536-43.7% | $130,062-60.4% | $75,177-31.4% |
| Participation rate | 78.8% | 71.5%+7.3pp | 78.5%+0.3pp | 67.2%+11.6pp |
| Annual return | 13.16% | -631.62%+644.8pp | -137.37%+150.5pp | 160.75%-147.6pp |
| Employer contribution / active EE | $2,580 | $2,845-9.3% | $4,322-40.3% | $2,671-3.4% |
| Participant deferral / active EE | $1,653 | $4,343-61.9% | $5,821-71.6% | $4,126-59.9% |
| Admin fee / account holder | $960 | $6,780-85.8% | $10,601-90.9% | $5,651-83.0% |