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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 | $36,632 | $138,114-73.5% | $125,391-70.8% | $134,545-72.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.09% | 750.88%-765.0pp | 572.41%-586.5pp | 418.37%-432.5pp |
| Employer contribution / active EE | $1,508 | $5,246-71.3% | $4,816-68.7% | $4,742-68.2% |
| Participant deferral / active EE | $1,955 | $7,801-74.9% | $7,448-73.7% | $6,401-69.5% |
| Admin fee / account holder | $44,684 | $11,570+286.2% | $10,009+346.5% | $11,431+290.9% |