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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 | $71,613 | $180,462-60.3% | $154,111-53.5% | $135,379-47.1% |
| Participation rate | 76.5% | 87.4%-11.0pp | 83.0%-6.6pp | 82.6%-6.2pp |
| Annual return | -5.18% | 888.17%-893.4pp | 735.18%-740.4pp | 519.79%-525.0pp |
| Employer contribution / active EE | $8,942 | $6,036+48.2% | $5,298+68.8% | $4,779+87.1% |
| Participant deferral / active EE | $1,957 | $5,806-66.3% | $5,081-61.5% | $5,609-65.1% |
| Admin fee / account holder | $12,636 | $16,145-21.7% | $13,411-5.8% | $10,828+16.7% |