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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 | $71,536 | $82,678-13.5% | $125,391-42.9% | $68,490+4.4% |
| Participation rate | 97.5% | 75.1%+22.4pp | 82.4%+15.1pp | 67.9%+29.6pp |
| Annual return | -14.43% | -5.97%-8.5pp | 572.41%-586.8pp | -7.85%-6.6pp |
| Employer contribution / active EE | $1,875 | $3,382-44.6% | $4,816-61.1% | $2,597-27.8% |
| Participant deferral / active EE | $2,297 | $6,111-62.4% | $7,448-69.2% | $4,028-43.0% |
| Admin fee / account holder | $7,986 | $6,277+27.2% | $10,009-20.2% | $5,403+47.8% |