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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 | $44,134 | $97,732-54.8% | $83,831-47.4% | $135,380-67.4% |
| Participation rate | 77.8% | 80.0%-2.2pp | 76.1%+1.6pp | 82.6%-4.9pp |
| Annual return | -5.50% | 1287.56%-1293.1pp | 850.99%-856.5pp | 519.81%-525.3pp |
| Employer contribution / active EE | $10,200 | $4,222+141.6% | $3,631+180.9% | $4,779+113.4% |
| Participant deferral / active EE | $925 | $4,683-80.2% | $4,082-77.3% | $5,609-83.5% |
| Admin fee / account holder | $863 | $6,675-87.1% | $5,479-84.3% | $10,828-92.0% |