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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 | $51,049 | $138,072-63.0% | $123,549-58.7% | $135,382-62.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.35% | 153.69%-157.0pp | 119.20%-122.5pp | 519.77%-523.1pp |
| Employer contribution / active EE | $996 | $5,152-80.7% | $4,628-78.5% | $4,779-79.2% |
| Participant deferral / active EE | $1,213 | $6,799-82.2% | $6,426-81.1% | $5,609-78.4% |
| Admin fee / account holder | $724 | $10,917-93.4% | $9,284-92.2% | $10,829-93.3% |