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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 | $48,313 | $138,078-65.0% | $125,363-61.5% | $134,509-64.1% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.5pp |
| Annual return | -19.04% | 750.49%-769.5pp | 572.15%-591.2pp | 418.13%-437.2pp |
| Employer contribution / active EE | $1,516 | $5,245-71.1% | $4,815-68.5% | $4,741-68.0% |
| Participant deferral / active EE | $1,871 | $7,800-76.0% | $7,447-74.9% | $6,400-70.8% |
| Admin fee / account holder | $2,172 | $11,566-81.2% | $10,005-78.3% | $11,427-81.0% |