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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 | $78,225 | $67,352+16.1% | $60,899+28.4% | $134,509-41.8% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.1%+16.9pp | 81.2%+8.8pp |
| Annual return | -13.88% | 49.99%-63.9pp | 16.92%-30.8pp | 418.13%-432.0pp |
| Employer contribution / active EE | $2,500 | $3,098-19.3% | $2,702-7.5% | $4,741-47.3% |
| Participant deferral / active EE | $0 | $4,539-100.0% | $3,817-100.0% | $6,400-100.0% |
| Admin fee / account holder | $7,048 | $4,585+53.7% | $3,225+118.5% | $11,427-38.3% |