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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 | $35,833 | $180,459-80.1% | $154,108-76.7% | $135,380-73.5% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -8.22% | 888.21%-896.4pp | 735.21%-743.4pp | 519.81%-528.0pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,692 | $5,806-70.9% | $5,081-66.7% | $5,609-69.8% |
| Admin fee / account holder | $1,191 | $16,145-92.6% | $13,411-91.1% | $10,828-89.0% |