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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 | $23,201 | $190,916-87.8% | $160,037-85.5% | $134,545-82.8% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.0%+2.0pp | 81.2%-1.2pp |
| Annual return | -16.79% | 552.79%-569.6pp | 408.95%-425.7pp | 418.37%-435.2pp |
| Employer contribution / active EE | $6,256 | $4,996+25.2% | $4,226+48.1% | $4,742+31.9% |
| Participant deferral / active EE | $0 | $6,925-100.0% | $6,184-100.0% | $6,401-100.0% |
| Admin fee / account holder | $5,811 | $10,497-44.6% | $8,716-33.3% | $11,431-49.2% |