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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 | $75,482 | $95,975-21.4% | $74,552+1.2% | $135,382-44.2% |
| Participation rate | 75.0% | 75.7%-0.7pp | 69.1%+5.9pp | 82.6%-7.6pp |
| Annual return | -4.86% | 56.96%-61.8pp | 32.53%-37.4pp | 519.77%-524.6pp |
| Employer contribution / active EE | $1,008 | $2,716-62.9% | $1,961-48.6% | $4,779-78.9% |
| Participant deferral / active EE | $466 | $3,844-87.9% | $3,108-85.0% | $5,609-91.7% |
| Admin fee / account holder | $3,914 | $6,522-40.0% | $5,060-22.6% | $10,829-63.9% |