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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 | $31,946 | $43,730-26.9% | $121,220-73.6% | $64,173-50.2% |
| Participation rate | 91.2% | 58.3%+32.8pp | 71.8%+19.4pp | 69.6%+21.6pp |
| Annual return | -4.74% | 68.94%-73.7pp | 16.94%-21.7pp | 7.63%-12.4pp |
| Employer contribution / active EE | $3,270 | $1,297+152.2% | $4,023-18.7% | $2,381+37.4% |
| Participant deferral / active EE | $108 | $2,281-95.3% | $3,345-96.8% | $3,470-96.9% |
| Admin fee / account holder | $1,082 | $3,502-69.1% | $5,021-78.4% | $4,887-77.9% |