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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 | $109,024 | $138,114-21.1% | $125,391-13.1% | $134,545-19.0% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -16.15% | 750.88%-767.0pp | 572.41%-588.6pp | 418.37%-434.5pp |
| Employer contribution / active EE | $1,025 | $5,246-80.5% | $4,816-78.7% | $4,742-78.4% |
| Participant deferral / active EE | $2,436 | $7,801-68.8% | $7,448-67.3% | $6,401-61.9% |
| Admin fee / account holder | $1,244 | $11,570-89.2% | $10,009-87.6% | $11,431-89.1% |