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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 | $18,799 | $97,732-80.8% | $83,831-77.6% | $135,380-86.1% |
| Participation rate | 95.2% | 80.0%+15.3pp | 76.1%+19.1pp | 82.6%+12.6pp |
| Annual return | -2.06% | 1287.56%-1289.6pp | 850.99%-853.0pp | 519.81%-521.9pp |
| Employer contribution / active EE | $1,610 | $4,222-61.9% | $3,631-55.7% | $4,779-66.3% |
| Participant deferral / active EE | $1,005 | $4,683-78.5% | $4,082-75.4% | $5,609-82.1% |
| Admin fee / account holder | $34,713 | $6,675+420.1% | $5,479+533.6% | $10,828+220.6% |