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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 | $37,959 | $180,459-79.0% | $154,108-75.4% | $135,380-72.0% |
| Participation rate | 88.2% | 87.4%+0.8pp | 83.0%+5.2pp | 82.6%+5.6pp |
| Annual return | -4.98% | 888.21%-893.2pp | 735.21%-740.2pp | 519.81%-524.8pp |
| Employer contribution / active EE | $1,296 | $6,035-78.5% | $5,298-75.5% | $4,779-72.9% |
| Participant deferral / active EE | $1,611 | $5,806-72.2% | $5,081-68.3% | $5,609-71.3% |
| Admin fee / account holder | $2,235 | $16,145-86.2% | $13,411-83.3% | $10,828-79.4% |