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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 | $114,856 | $133,998-14.3% | $112,263+2.3% | $134,545-14.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.34% | 47.17%-60.5pp | 27.49%-40.8pp | 418.37%-431.7pp |
| Employer contribution / active EE | $6,310 | $4,040+56.2% | $3,636+73.5% | $4,742+33.1% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $5,641 | $7,493-24.7% | $6,410-12.0% | $11,431-50.7% |