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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 | $59,206 | $138,114-57.1% | $125,391-52.8% | $134,545-56.0% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+0.9pp | 81.2%+2.1pp |
| Annual return | -14.80% | 750.88%-765.7pp | 572.41%-587.2pp | 418.37%-433.2pp |
| Employer contribution / active EE | $2,643 | $5,246-49.6% | $4,816-45.1% | $4,742-44.3% |
| Participant deferral / active EE | $2,407 | $7,801-69.1% | $7,448-67.7% | $6,401-62.4% |
| Admin fee / account holder | $26,559 | $11,570+129.5% | $10,009+165.4% | $11,431+132.3% |