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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 | $47,070 | $135,645-65.3% | $110,243-57.3% | $135,380-65.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.19% | 513.24%-518.4pp | 314.76%-320.0pp | 519.81%-525.0pp |
| Employer contribution / active EE | $1,133 | $4,907-76.9% | $3,827-70.4% | $4,779-76.3% |
| Participant deferral / active EE | $1,453 | $5,507-73.6% | $4,672-68.9% | $5,609-74.1% |
| Admin fee / account holder | $14,385 | $11,458+25.5% | $8,548+68.3% | $10,828+32.9% |