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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 | $44,195 | $138,076-68.0% | $123,553-64.2% | $135,380-67.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.30% | 153.70%-161.0pp | 119.21%-126.5pp | 519.81%-527.1pp |
| Employer contribution / active EE | $1,708 | $5,152-66.8% | $4,628-63.1% | $4,779-64.2% |
| Participant deferral / active EE | $1,724 | $6,800-74.6% | $6,426-73.2% | $5,609-69.3% |
| Admin fee / account holder | $2,278 | $10,917-79.1% | $9,284-75.5% | $10,828-79.0% |