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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 | $72,552 | $138,075-47.5% | $123,552-41.3% | $135,379-46.4% |
| Participation rate | 82.4% | 84.7%-2.4pp | 82.3%+0.1pp | 82.6%-0.3pp |
| Annual return | -8.74% | 153.70%-162.4pp | 119.20%-127.9pp | 519.79%-528.5pp |
| Employer contribution / active EE | $3,966 | $5,152-23.0% | $4,628-14.3% | $4,779-17.0% |
| Participant deferral / active EE | $1,177 | $6,800-82.7% | $6,426-81.7% | $5,609-79.0% |
| Admin fee / account holder | $1,361 | $10,917-87.5% | $9,285-85.3% | $10,828-87.4% |