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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 | $72,850 | $180,459-59.6% | $154,108-52.7% | $135,380-46.2% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -8.73% | 888.21%-896.9pp | 735.21%-743.9pp | 519.81%-528.5pp |
| Employer contribution / active EE | $15,274 | $6,035+153.1% | $5,298+188.3% | $4,779+219.6% |
| Participant deferral / active EE | $1,421 | $5,806-75.5% | $5,081-72.0% | $5,609-74.7% |
| Admin fee / account holder | $1,093 | $16,145-93.2% | $13,411-91.9% | $10,828-89.9% |