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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 | $38,616 | $138,076-72.0% | $123,553-68.7% | $135,380-71.5% |
| Participation rate | 81.8% | 84.7%-2.9pp | 82.3%-0.5pp | 82.6%-0.8pp |
| Annual return | -4.10% | 153.70%-157.8pp | 119.21%-123.3pp | 519.81%-523.9pp |
| Employer contribution / active EE | $3,774 | $5,152-26.7% | $4,628-18.5% | $4,779-21.0% |
| Participant deferral / active EE | $1,356 | $6,800-80.1% | $6,426-78.9% | $5,609-75.8% |
| Admin fee / account holder | $12,153 | $10,917+11.3% | $9,284+30.9% | $10,828+12.2% |