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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 | $54,499 | $138,102-60.5% | $125,381-56.5% | $134,532-59.5% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -1.90% | 750.73%-752.6pp | 572.31%-574.2pp | 418.27%-420.2pp |
| Employer contribution / active EE | $2,727 | $5,245-48.0% | $4,815-43.4% | $4,741-42.5% |
| Participant deferral / active EE | $1,249 | $7,801-84.0% | $7,448-83.2% | $6,401-80.5% |
| Admin fee / account holder | $1,493 | $11,568-87.1% | $10,007-85.1% | $11,429-86.9% |