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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 | $67,572 | $133,998-49.6% | $112,263-39.8% | $134,545-49.8% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -17.27% | 47.17%-64.4pp | 27.49%-44.8pp | 418.37%-435.6pp |
| Employer contribution / active EE | $7,592 | $4,040+87.9% | $3,636+108.8% | $4,742+60.1% |
| Participant deferral / active EE | $593 | $5,292-88.8% | $4,729-87.5% | $6,401-90.7% |
| Admin fee / account holder | $709 | $7,493-90.5% | $6,410-88.9% | $11,431-93.8% |