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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 | $28,398 | $97,732-70.9% | $83,831-66.1% | $135,380-79.0% |
| Participation rate | 72.7% | 80.0%-7.2pp | 76.1%-3.4pp | 82.6%-9.9pp |
| Annual return | -5.75% | 1287.56%-1293.3pp | 850.99%-856.7pp | 519.81%-525.6pp |
| Employer contribution / active EE | $718 | $4,222-83.0% | $3,631-80.2% | $4,779-85.0% |
| Participant deferral / active EE | $1,005 | $4,683-78.5% | $4,082-75.4% | $5,609-82.1% |
| Admin fee / account holder | $7,437 | $6,675+11.4% | $5,479+35.7% | $10,828-31.3% |