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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 | $29,172 | $138,102-78.9% | $125,381-76.7% | $134,532-78.3% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -16.16% | 750.73%-766.9pp | 572.31%-588.5pp | 418.27%-434.4pp |
| Employer contribution / active EE | $1,371 | $5,245-73.9% | $4,815-71.5% | $4,741-71.1% |
| Participant deferral / active EE | $1,678 | $7,801-78.5% | $7,448-77.5% | $6,401-73.8% |
| Admin fee / account holder | $1,193 | $11,568-89.7% | $10,007-88.1% | $11,429-89.6% |