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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 | $90,911 | $90,607+0.3% | $79,467+14.4% | $135,380-32.8% |
| Participation rate | 90.5% | 76.0%+14.4pp | 73.3%+17.1pp | 82.6%+7.8pp |
| Annual return | -5.46% | 977.74%-983.2pp | 718.30%-723.8pp | 519.81%-525.3pp |
| Employer contribution / active EE | $419 | $3,068-86.3% | $2,800-85.0% | $4,779-91.2% |
| Participant deferral / active EE | $538 | $4,050-86.7% | $3,704-85.5% | $5,609-90.4% |
| Admin fee / account holder | $2,560 | $5,895-56.6% | $5,104-49.8% | $10,828-76.4% |