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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 | $25,598 | $138,102-81.5% | $125,381-79.6% | $134,532-81.0% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -17.83% | 750.73%-768.6pp | 572.31%-590.1pp | 418.27%-436.1pp |
| Employer contribution / active EE | $2,178 | $5,245-58.5% | $4,815-54.8% | $4,741-54.1% |
| Participant deferral / active EE | $2,496 | $7,801-68.0% | $7,448-66.5% | $6,401-61.0% |
| Admin fee / account holder | $1,667 | $11,568-85.6% | $10,007-83.3% | $11,429-85.4% |