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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 | $24,132 | $84,685-71.5% | $73,836-67.3% | $125,389-80.8% |
| Participation rate | 83.3% | 76.8%+6.6pp | 73.4%+9.9pp | 83.2%+0.1pp |
| Annual return | -1.16% | 3123.80%-3125.0pp | 2268.06%-2269.2pp | 282.24%-283.4pp |
| Employer contribution / active EE | $2,893 | $3,123-7.4% | $2,787+3.8% | $4,866-40.5% |
| Participant deferral / active EE | $510 | $3,993-87.2% | $3,583-85.8% | $5,352-90.5% |
| Admin fee / account holder | $528 | $5,694-90.7% | $4,882-89.2% | $9,541-94.5% |