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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 | $42,072 | $133,981-68.6% | $112,249-62.5% | $134,532-68.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.91% | 47.16%-64.1pp | 27.48%-44.4pp | 418.27%-435.2pp |
| Employer contribution / active EE | $9,231 | $4,040+128.5% | $3,636+153.9% | $4,741+94.7% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $316 | $7,492-95.8% | $6,412-95.1% | $11,429-97.2% |