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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 | $66,572 | $75,962-12.4% | $154,108-56.8% | $64,173+3.7% |
| Participation rate | 85.2% | 70.4%+14.8pp | 83.0%+2.1pp | 69.6%+15.6pp |
| Annual return | -4.33% | 30.32%-34.6pp | 735.21%-739.5pp | 7.63%-12.0pp |
| Employer contribution / active EE | $6,425 | $3,350+91.8% | $5,298+21.3% | $2,381+169.9% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $16,453 | $5,589+194.4% | $13,411+22.7% | $4,887+236.6% |