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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 | $31,524 | $97,729-67.7% | $83,830-62.4% | $135,379-76.7% |
| Participation rate | 95.0% | 80.0%+15.0pp | 76.1%+18.9pp | 82.6%+12.4pp |
| Annual return | -3.02% | 1287.52%-1290.5pp | 850.97%-854.0pp | 519.79%-522.8pp |
| Employer contribution / active EE | $6,064 | $4,222+43.6% | $3,631+67.0% | $4,779+26.9% |
| Participant deferral / active EE | $572 | $4,683-87.8% | $4,082-86.0% | $5,609-89.8% |
| Admin fee / account holder | $2,792 | $6,674-58.2% | $5,479-49.0% | $10,828-74.2% |