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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 | $31,351 | $138,114-77.3% | $125,391-75.0% | $134,545-76.7% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -17.04% | 750.88%-767.9pp | 572.41%-589.5pp | 418.37%-435.4pp |
| Employer contribution / active EE | $1,398 | $5,246-73.4% | $4,816-71.0% | $4,742-70.5% |
| Participant deferral / active EE | $1,730 | $7,801-77.8% | $7,448-76.8% | $6,401-73.0% |
| Admin fee / account holder | $3,017 | $11,570-73.9% | $10,009-69.9% | $11,431-73.6% |