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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 | $58,889 | $168,635-65.1% | $147,617-60.1% | $125,389-53.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.08% | 77.65%-80.7pp | 61.98%-65.1pp | 282.24%-285.3pp |
| Employer contribution / active EE | $5,083 | $6,252-18.7% | $5,564-8.7% | $4,866+4.5% |
| Participant deferral / active EE | $220 | $5,507-96.0% | $4,895-95.5% | $5,352-95.9% |
| Admin fee / account holder | $1,956 | $13,580-85.6% | $11,612-83.2% | $9,541-79.5% |