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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 | $36,354 | $129,959-72.0% | $104,301-65.1% | $134,532-73.0% |
| Participation rate | 95.7% | 79.5%+16.1pp | 73.3%+22.4pp | 81.2%+14.4pp |
| Annual return | -19.16% | 42.04%-61.2pp | 24.61%-43.8pp | 418.27%-437.4pp |
| Employer contribution / active EE | $1,957 | $4,185-53.3% | $3,373-42.0% | $4,741-58.7% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,401-100.0% |
| Admin fee / account holder | $6,034 | $9,325-35.3% | $7,340-17.8% | $11,429-47.2% |