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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 | $84,721 | $104,106-18.6% | $71,086+19.2% | $135,382-37.4% |
| Participation rate | 83.3% | 65.7%+17.7pp | 54.7%+28.7pp | 82.6%+0.7pp |
| Annual return | -11.16% | 1256.30%-1267.5pp | 650.59%-661.8pp | 519.77%-530.9pp |
| Employer contribution / active EE | $1,475 | $1,485-0.7% | $1,088+35.6% | $4,779-69.1% |
| Participant deferral / active EE | $0 | $2,527-100.0% | $1,874-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,282 | $4,142-44.9% | $3,082-26.0% | $10,829-78.9% |