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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 | $30,031 | $160,059-81.2% | $140,019-78.6% | $135,380-77.8% |
| Participation rate | 85.0% | 88.5%-3.5pp | 87.5%-2.5pp | 82.6%+2.4pp |
| Annual return | -5.49% | 911.48%-917.0pp | 651.17%-656.7pp | 519.81%-525.3pp |
| Employer contribution / active EE | $1,760 | $6,420-72.6% | $5,605-68.6% | $4,779-63.2% |
| Participant deferral / active EE | $2,668 | $7,641-65.1% | $6,927-61.5% | $5,609-52.4% |
| Admin fee / account holder | $906 | $13,328-93.2% | $10,705-91.5% | $10,828-91.6% |