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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 | $46,637 | $133,981-65.2% | $112,249-58.5% | $134,532-65.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.58% | 47.16%-62.7pp | 27.48%-43.1pp | 418.27%-433.8pp |
| Employer contribution / active EE | $28,562 | $4,040+607.0% | $3,636+685.5% | $4,741+502.4% |
| Participant deferral / active EE | $56 | $5,292-98.9% | $4,729-98.8% | $6,401-99.1% |
| Admin fee / account holder | $9,531 | $7,492+27.2% | $6,412+48.6% | $11,429-16.6% |