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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 | $32,791 | $190,916-82.8% | $160,037-79.5% | $134,545-75.6% |
| Participation rate | 83.3% | 82.0%+1.4pp | 78.0%+5.3pp | 81.2%+2.1pp |
| Annual return | -20.07% | 552.79%-572.9pp | 408.95%-429.0pp | 418.37%-438.4pp |
| Employer contribution / active EE | $1,689 | $4,996-66.2% | $4,226-60.0% | $4,742-64.4% |
| Participant deferral / active EE | $536 | $6,925-92.3% | $6,184-91.3% | $6,401-91.6% |
| Admin fee / account holder | $565 | $10,497-94.6% | $8,716-93.5% | $11,431-95.1% |