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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 | $47,491 | $138,076-65.6% | $123,553-61.6% | $135,380-64.9% |
| Participation rate | 91.3% | 84.7%+6.6pp | 82.3%+9.0pp | 82.6%+8.7pp |
| Annual return | -2.21% | 153.70%-155.9pp | 119.21%-121.4pp | 519.81%-522.0pp |
| Employer contribution / active EE | $2,515 | $5,152-51.2% | $4,628-45.7% | $4,779-47.4% |
| Participant deferral / active EE | $1,480 | $6,800-78.2% | $6,426-77.0% | $5,609-73.6% |
| Admin fee / account holder | $4,292 | $10,917-60.7% | $9,284-53.8% | $10,828-60.4% |