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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 | $209,185 | $53,546+290.7% | $69,884+199.3% | $68,486+205.4% |
| Participation rate | 79.5% | 64.5%+15.0pp | 70.5%+9.0pp | 67.9%+11.6pp |
| Annual return | -13.69% | -13.87%+0.2pp | 190.81%-204.5pp | -7.85%-5.8pp |
| Employer contribution / active EE | $4,216 | $2,019+108.8% | $2,560+64.7% | $2,597+62.4% |
| Participant deferral / active EE | $0 | $2,957-100.0% | $3,848-100.0% | $4,028-100.0% |
| Admin fee / account holder | $34,863 | $4,693+642.9% | $6,266+456.3% | $5,404+545.2% |