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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 | $48,137 | $138,076-65.1% | $123,553-61.0% | $135,380-64.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.00% | 153.70%-156.7pp | 119.21%-122.2pp | 519.81%-522.8pp |
| Employer contribution / active EE | $2,800 | $5,152-45.7% | $4,628-39.5% | $4,779-41.4% |
| Participant deferral / active EE | $1,217 | $6,800-82.1% | $6,426-81.1% | $5,609-78.3% |
| Admin fee / account holder | $997 | $10,917-90.9% | $9,284-89.3% | $10,828-90.8% |