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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 | $49,564 | $138,076-64.1% | $123,553-59.9% | $135,380-63.4% |
| Participation rate | 91.3% | 84.7%+6.6pp | 82.3%+9.0pp | 82.6%+8.7pp |
| Annual return | -3.18% | 153.70%-156.9pp | 119.21%-122.4pp | 519.81%-523.0pp |
| Employer contribution / active EE | $1,634 | $5,152-68.3% | $4,628-64.7% | $4,779-65.8% |
| Participant deferral / active EE | $1,744 | $6,800-74.4% | $6,426-72.9% | $5,609-68.9% |
| Admin fee / account holder | $664 | $10,917-93.9% | $9,284-92.8% | $10,828-93.9% |