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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 | $103,171 | $168,636-38.8% | $147,618-30.1% | $125,388-17.7% |
| Participation rate | 81.0% | 88.8%-7.8pp | 84.6%-3.7pp | 83.2%-2.2pp |
| Annual return | -1.36% | 77.65%-79.0pp | 61.98%-63.3pp | 282.24%-283.6pp |
| Employer contribution / active EE | $6,136 | $6,252-1.9% | $5,565+10.3% | $4,866+26.1% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $55,440 | $13,580+308.2% | $11,612+377.5% | $9,541+481.1% |