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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 | $49,418 | $82,674-40.2% | $125,381-60.6% | $68,486-27.8% |
| Participation rate | 96.9% | 75.1%+21.9pp | 82.4%+14.5pp | 67.9%+29.0pp |
| Annual return | -13.66% | -5.97%-7.7pp | 572.31%-586.0pp | -7.85%-5.8pp |
| Employer contribution / active EE | $5,849 | $3,382+72.9% | $4,815+21.5% | $2,597+125.2% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,605 | $6,277-42.6% | $10,007-64.0% | $5,404-33.3% |