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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 | $58,387 | $138,114-57.7% | $125,391-53.4% | $134,545-56.6% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -11.62% | 750.88%-762.5pp | 572.41%-584.0pp | 418.37%-430.0pp |
| Employer contribution / active EE | $1,523 | $5,246-71.0% | $4,816-68.4% | $4,742-67.9% |
| Participant deferral / active EE | $2,404 | $7,801-69.2% | $7,448-67.7% | $6,401-62.4% |
| Admin fee / account holder | $2,539 | $11,570-78.1% | $10,009-74.6% | $11,431-77.8% |