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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 | $115,940 | $134,001-13.5% | $112,258+3.3% | $134,509-13.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -12.78% | 47.15%-59.9pp | 27.47%-40.3pp | 418.13%-430.9pp |
| Employer contribution / active EE | $2,999 | $4,039-25.8% | $3,636-17.5% | $4,741-36.7% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $3,617 | $7,491-51.7% | $6,411-43.6% | $11,427-68.3% |