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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 | $22,850 | $138,076-83.5% | $123,553-81.5% | $135,380-83.1% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | -5.80% | 153.70%-159.5pp | 119.21%-125.0pp | 519.81%-525.6pp |
| Employer contribution / active EE | $2,477 | $5,152-51.9% | $4,628-46.5% | $4,779-48.2% |
| Participant deferral / active EE | $733 | $6,800-89.2% | $6,426-88.6% | $5,609-86.9% |
| Admin fee / account holder | $531 | $10,917-95.1% | $9,284-94.3% | $10,828-95.1% |