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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 | $22,124 | $97,732-77.4% | $83,831-73.6% | $135,380-83.7% |
| Participation rate | 77.3% | 80.0%-2.7pp | 76.1%+1.1pp | 82.6%-5.4pp |
| Annual return | -9.28% | 1287.56%-1296.8pp | 850.99%-860.3pp | 519.81%-529.1pp |
| Employer contribution / active EE | $4,339 | $4,222+2.8% | $3,631+19.5% | $4,779-9.2% |
| Participant deferral / active EE | $281 | $4,683-94.0% | $4,082-93.1% | $5,609-95.0% |
| Admin fee / account holder | $7,800 | $6,675+16.9% | $5,479+42.4% | $10,828-28.0% |