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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 | $33,808 | $92,743-63.5% | $82,744-59.1% | $134,532-74.9% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -13.97% | 946.63%-960.6pp | 702.22%-716.2pp | 418.27%-432.2pp |
| Employer contribution / active EE | $2,295 | $3,273-29.9% | $3,008-23.7% | $4,741-51.6% |
| Participant deferral / active EE | $549 | $4,802-88.6% | $4,395-87.5% | $6,401-91.4% |
| Admin fee / account holder | $1,107 | $5,977-81.5% | $5,325-79.2% | $11,429-90.3% |