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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 | $92,123 | $138,076-33.3% | $123,553-25.4% | $135,380-32.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.88% | 153.70%-159.6pp | 119.21%-125.1pp | 519.81%-525.7pp |
| Employer contribution / active EE | $4,856 | $5,152-5.7% | $4,628+4.9% | $4,779+1.6% |
| Participant deferral / active EE | $533 | $6,800-92.2% | $6,426-91.7% | $5,609-90.5% |
| Admin fee / account holder | $894 | $10,917-91.8% | $9,284-90.4% | $10,828-91.7% |