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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 | $173,375 | $95,979+80.6% | $74,551+132.6% | $135,380+28.1% |
| Participation rate | 93.8% | 75.7%+18.1pp | 69.1%+24.6pp | 82.6%+11.1pp |
| Annual return | -6.25% | 56.97%-63.2pp | 32.53%-38.8pp | 519.81%-526.1pp |
| Employer contribution / active EE | $5,866 | $2,716+116.0% | $1,961+199.1% | $4,779+22.7% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $399 | $6,522-93.9% | $5,059-92.1% | $10,828-96.3% |