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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 | $22,209 | $138,114-83.9% | $125,391-82.3% | $134,545-83.5% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -18.11% | 750.88%-769.0pp | 572.41%-590.5pp | 418.37%-436.5pp |
| Employer contribution / active EE | $2,109 | $5,246-59.8% | $4,816-56.2% | $4,742-55.5% |
| Participant deferral / active EE | $163 | $7,801-97.9% | $7,448-97.8% | $6,401-97.5% |
| Admin fee / account holder | $1,896 | $11,570-83.6% | $10,009-81.1% | $11,431-83.4% |