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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 | $103,472 | $135,645-23.7% | $110,243-6.1% | $135,380-23.6% |
| Participation rate | 91.7% | 83.5%+8.2pp | 79.8%+11.8pp | 82.6%+9.0pp |
| Annual return | -0.92% | 513.24%-514.2pp | 314.76%-315.7pp | 519.81%-520.7pp |
| Employer contribution / active EE | $4,577 | $4,907-6.7% | $3,827+19.6% | $4,779-4.2% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,973 | $11,458-82.8% | $8,548-76.9% | $10,828-81.8% |