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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 | $24,695 | $138,114-82.1% | $125,391-80.3% | $134,545-81.6% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -17.67% | 750.88%-768.6pp | 572.41%-590.1pp | 418.37%-436.0pp |
| Employer contribution / active EE | $1,699 | $5,246-67.6% | $4,816-64.7% | $4,742-64.2% |
| Participant deferral / active EE | $2,242 | $7,801-71.3% | $7,448-69.9% | $6,401-65.0% |
| Admin fee / account holder | $1,467 | $11,570-87.3% | $10,009-85.3% | $11,431-87.2% |