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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 | $18,104 | $138,078-86.9% | $125,363-85.6% | $134,509-86.5% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -15.64% | 750.49%-766.1pp | 572.15%-587.8pp | 418.13%-433.8pp |
| Employer contribution / active EE | $1,172 | $5,245-77.7% | $4,815-75.7% | $4,741-75.3% |
| Participant deferral / active EE | $2,323 | $7,800-70.2% | $7,447-68.8% | $6,400-63.7% |
| Admin fee / account holder | $1,673 | $11,566-85.5% | $10,005-83.3% | $11,427-85.4% |