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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 | $150,874 | $129,960+16.1% | $104,299+44.7% | $134,545+12.1% |
| Participation rate | 94.1% | 79.5%+14.6pp | 73.3%+20.8pp | 81.2%+12.9pp |
| Annual return | -12.92% | 42.06%-55.0pp | 24.62%-37.5pp | 418.37%-431.3pp |
| Employer contribution / active EE | $8,650 | $4,186+106.6% | $3,373+156.4% | $4,742+82.4% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,185 | $9,324-76.6% | $7,339-70.2% | $11,431-80.9% |