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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 | $158,934 | $82,678+92.2% | $125,391+26.8% | $68,490+132.1% |
| Participation rate | 94.3% | 75.1%+19.3pp | 82.4%+12.0pp | 67.9%+26.4pp |
| Annual return | -9.94% | -5.97%-4.0pp | 572.41%-582.4pp | -7.85%-2.1pp |
| Employer contribution / active EE | $23,051 | $3,382+581.5% | $4,816+378.7% | $2,597+787.7% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $11,960 | $6,277+90.5% | $10,009+19.5% | $5,403+121.4% |