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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 | $18,122 | $138,114-86.9% | $125,391-85.5% | $134,545-86.5% |
| Participation rate | 78.9% | 84.5%-5.6pp | 82.4%-3.4pp | 81.2%-2.3pp |
| Annual return | -20.09% | 750.88%-771.0pp | 572.41%-592.5pp | 418.37%-438.5pp |
| Employer contribution / active EE | $1,132 | $5,246-78.4% | $4,816-76.5% | $4,742-76.1% |
| Participant deferral / active EE | $1,491 | $7,801-80.9% | $7,448-80.0% | $6,401-76.7% |
| Admin fee / account holder | $374 | $11,570-96.8% | $10,009-96.3% | $11,431-96.7% |