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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 | $21,700 | $138,102-84.3% | $125,381-82.7% | $134,532-83.9% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -19.87% | 750.73%-770.6pp | 572.31%-592.2pp | 418.27%-438.1pp |
| Employer contribution / active EE | $6,718 | $5,245+28.1% | $4,815+39.5% | $4,741+41.7% |
| Participant deferral / active EE | $2,536 | $7,801-67.5% | $7,448-65.9% | $6,401-60.4% |
| Admin fee / account holder | $606 | $11,568-94.8% | $10,007-93.9% | $11,429-94.7% |