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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 | $20,130 | $97,732-79.4% | $83,831-76.0% | $135,380-85.1% |
| Participation rate | 95.7% | 80.0%+15.7pp | 76.1%+19.5pp | 82.6%+13.0pp |
| Annual return | -7.96% | 1287.56%-1295.5pp | 850.99%-858.9pp | 519.81%-527.8pp |
| Employer contribution / active EE | $1,231 | $4,222-70.9% | $3,631-66.1% | $4,779-74.2% |
| Participant deferral / active EE | $743 | $4,683-84.1% | $4,082-81.8% | $5,609-86.8% |
| Admin fee / account holder | $413 | $6,675-93.8% | $5,479-92.5% | $10,828-96.2% |