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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 | $54,332 | $138,102-60.7% | $125,381-56.7% | $134,532-59.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.47% | 750.73%-768.2pp | 572.31%-589.8pp | 418.27%-435.7pp |
| Employer contribution / active EE | $1,581 | $5,245-69.9% | $4,815-67.2% | $4,741-66.6% |
| Participant deferral / active EE | $1,347 | $7,801-82.7% | $7,448-81.9% | $6,401-79.0% |
| Admin fee / account holder | $1,198 | $11,568-89.6% | $10,007-88.0% | $11,429-89.5% |