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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 | $58,518 | $138,102-57.6% | $125,381-53.3% | $134,532-56.5% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-11.0pp | 81.2%-9.8pp |
| Annual return | -20.03% | 750.73%-770.8pp | 572.31%-592.3pp | 418.27%-438.3pp |
| Employer contribution / active EE | $1,113 | $5,245-78.8% | $4,815-76.9% | $4,741-76.5% |
| Participant deferral / active EE | $1,583 | $7,801-79.7% | $7,448-78.7% | $6,401-75.3% |
| Admin fee / account holder | $869 | $11,568-92.5% | $10,007-91.3% | $11,429-92.4% |