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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 | $95,550 | $97,732-2.2% | $83,831+14.0% | $135,380-29.4% |
| Participation rate | 73.9% | 80.0%-6.0pp | 76.1%-2.2pp | 82.6%-8.7pp |
| Annual return | -7.73% | 1287.56%-1295.3pp | 850.99%-858.7pp | 519.81%-527.5pp |
| Employer contribution / active EE | $6,607 | $4,222+56.5% | $3,631+82.0% | $4,779+38.3% |
| Participant deferral / active EE | $464 | $4,683-90.1% | $4,082-88.6% | $5,609-91.7% |
| Admin fee / account holder | $1,025 | $6,675-84.6% | $5,479-81.3% | $10,828-90.5% |