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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 | $40,595 | $138,076-70.6% | $123,553-67.1% | $135,380-70.0% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -4.87% | 153.70%-158.6pp | 119.21%-124.1pp | 519.81%-524.7pp |
| Employer contribution / active EE | $1,059 | $5,152-79.4% | $4,628-77.1% | $4,779-77.8% |
| Participant deferral / active EE | $1,739 | $6,800-74.4% | $6,426-72.9% | $5,609-69.0% |
| Admin fee / account holder | $3,670 | $10,917-66.4% | $9,284-60.5% | $10,828-66.1% |