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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 | $94,783 | $168,636-43.8% | $147,618-35.8% | $125,388-24.4% |
| Participation rate | 87.5% | 88.8%-1.3pp | 84.6%+2.9pp | 83.2%+4.3pp |
| Annual return | -0.22% | 77.65%-77.9pp | 61.98%-62.2pp | 282.24%-282.5pp |
| Employer contribution / active EE | $5,110 | $6,252-18.3% | $5,565-8.2% | $4,866+5.0% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $676 | $13,580-95.0% | $11,612-94.2% | $9,541-92.9% |