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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 | $97,672 | $138,102-29.3% | $125,381-22.1% | $134,532-27.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.56% | 750.73%-765.3pp | 572.31%-586.9pp | 418.27%-432.8pp |
| Employer contribution / active EE | $1,070 | $5,245-79.6% | $4,815-77.8% | $4,741-77.4% |
| Participant deferral / active EE | $1,840 | $7,801-76.4% | $7,448-75.3% | $6,401-71.3% |
| Admin fee / account holder | $20,827 | $11,568+80.0% | $10,007+108.1% | $11,429+82.2% |