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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 | $35,094 | $138,114-74.6% | $125,391-72.0% | $134,545-73.9% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -17.41% | 750.88%-768.3pp | 572.41%-589.8pp | 418.37%-435.8pp |
| Employer contribution / active EE | $3,399 | $5,246-35.2% | $4,816-29.4% | $4,742-28.3% |
| Participant deferral / active EE | $1,512 | $7,801-80.6% | $7,448-79.7% | $6,401-76.4% |
| Admin fee / account holder | $318 | $11,570-97.2% | $10,009-96.8% | $11,431-97.2% |