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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 | $73,596 | $138,076-46.7% | $123,553-40.4% | $135,380-45.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.82% | 153.70%-156.5pp | 119.21%-122.0pp | 519.81%-522.6pp |
| Employer contribution / active EE | $1,149 | $5,152-77.7% | $4,628-75.2% | $4,779-76.0% |
| Participant deferral / active EE | $1,864 | $6,800-72.6% | $6,426-71.0% | $5,609-66.8% |
| Admin fee / account holder | $1,361 | $10,917-87.5% | $9,284-85.3% | $10,828-87.4% |